IAA
Independent Advisor Alliance’s Workhorse Group WKHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-32,141
| Closed | -$443K | – | 644 |
|
|
2021
Q1 | $443K | Sell |
32,141
-17,988
| -36% | -$248K | 0.03% | 397 |
|
|
2020
Q4 | $992K | Sell |
50,129
-43,118
| -46% | -$853K | 0.07% | 216 |
|
|
2020
Q3 | $2.36M | Sell |
93,247
-9,946
| -10% | -$251K | 0.18% | 114 |
|
|
2020
Q2 | $1.79M | Buy |
+103,193
| New | +$1.79M | 0.19% | 103 |
|
|
2019
Q4 | – | Sell |
-80,914
| Closed | -$283K | – | 896 |
|
|
2019
Q3 | $283K | Sell |
80,914
-293,950
| -78% | -$1.03M | 0.03% | 349 |
|
|
2019
Q2 | $1.07M | Buy |
+374,864
| New | +$1.07M | 0.16% | 135 |
|