Investment Advisory Group’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 |
-41
| Closed | -$2.38K | – | 168 |
|
|
2024
Q1 | $2.38K | Hold |
41
| – | – | ﹤0.01% | 158 |
|
|
2023
Q4 | $3.65K | Hold |
41
| – | – | ﹤0.01% | 147 |
|
|
2023
Q3 | $4.21K | Hold |
41
| – | – | ﹤0.01% | 144 |
|
|
2023
Q2 | $8.85K | Hold |
41
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $13.5K | Hold |
41
| – | – | 0.01% | 135 |
|
|
2022
Q4 | $15.7K | Hold |
41
| – | – | 0.01% | 134 |
|
|
2022
Q3 | $30K | Hold |
41
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $27K | Hold |
41
| – | – | 0.02% | 123 |
|
|
2022
Q1 | $53K | Hold |
41
| – | – | 0.03% | 128 |
|
|
2021
Q4 | $35K | Buy |
+41
| New | +$35K | 0.02% | 120 |
|