HighTower Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-384
| Closed | -$19K | – | 3514 |
|
|
2024
Q1 | $19K | Buy |
384
+10
| +3% | +$495 | ﹤0.01% | 3267 |
|
|
2023
Q4 | $33K | Buy |
374
+131
| +54% | +$11.6K | ﹤0.01% | 3278 |
|
|
2023
Q3 | $21K | Buy |
243
+106
| +77% | +$9.16K | ﹤0.01% | 3254 |
|
|
2023
Q2 | $27K | Sell |
137
-3
| -2% | -$591 | ﹤0.01% | 3176 |
|
|
2023
Q1 | $45K | Sell |
140
-11
| -7% | -$3.54K | ﹤0.01% | 3005 |
|
|
2022
Q4 | $56K | Buy |
151
+1
| +0.7% | +$371 | ﹤0.01% | 2964 |
|
|
2022
Q3 | $106K | Hold |
150
| – | – | ﹤0.01% | 2726 |
|
|
2022
Q2 | $98K | Hold |
150
| – | – | ﹤0.01% | 2758 |
|
|
2022
Q1 | $189K | Buy |
150
+81
| +117% | +$102K | ﹤0.01% | 2827 |
|
|
2021
Q4 | $74K | Buy |
+69
| New | +$74K | ﹤0.01% | 2929 |
|
|
2020
Q4 | – | Sell |
-72
| Closed | -$460K | – | 2635 |
|
|
2020
Q3 | $460K | Buy |
+72
| New | +$460K | ﹤0.01% | 1600 |
|