Kelly Financial Services’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1
| Closed | -$25 | – | 767 |
|
2024
Q2 | $25 | Hold |
1
| – | – | ﹤0.01% | 784 |
|
2024
Q1 | $72 | Hold |
1
| – | – | ﹤0.01% | 765 |
|
2023
Q4 | $111 | Hold |
1
| – | – | ﹤0.01% | 751 |
|
2023
Q3 | $128 | Hold |
1
| – | – | ﹤0.01% | 729 |
|
2023
Q2 | $268 | Hold |
1
| – | – | ﹤0.01% | 678 |
|
2023
Q1 | $410 | Hold |
1
| – | – | ﹤0.01% | 638 |
|
2022
Q4 | $468 | Hold |
1
| – | – | ﹤0.01% | 609 |
|
2022
Q3 | $884 | Hold |
1
| – | – | ﹤0.01% | 580 |
|
2022
Q2 | $801 | Hold |
1
| – | – | ﹤0.01% | 575 |
|
2022
Q1 | $1.54K | Hold |
1
| – | – | ﹤0.01% | 547 |
|
2021
Q4 | $1.34K | Hold |
1
| – | – | ﹤0.01% | 574 |
|
2021
Q3 | $2.36K | Sell |
1
-19
| -95% | -$44.8K | ﹤0.01% | 499 |
|
2021
Q2 | $308K | Buy |
20
+19
| +1,900% | +$293K | 0.01% | 243 |
|
2021
Q1 | $4.24K | Hold |
1
| – | – | ﹤0.01% | 421 |
|
2020
Q4 | $6.09K | Hold |
1
| – | – | ﹤0.01% | 338 |
|
2020
Q3 | $8.75K | Hold |
1
| – | – | 0.01% | 266 |
|
2020
Q2 | $5.36K | Hold |
1
| – | – | ﹤0.01% | 326 |
|
2020
Q1 | $557 | Hold |
1
| – | – | ﹤0.01% | 497 |
|
2019
Q4 | $936 | Buy |
+1
| New | +$936 | ﹤0.01% | 478 |
|