Kestra Advisory 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
Q2 | – | Sell |
-119
| Closed | -$6.95K | – | 2683 |
|
|
2024
Q1 | $6.95K | Buy |
119
+10
| +9% | +$584 | ﹤0.01% | 2443 |
|
|
2023
Q4 | $9.83K | Sell |
109
-74
| -40% | -$6.67K | ﹤0.01% | 2258 |
|
|
2023
Q3 | $18.9K | Buy |
183
+27
| +17% | +$2.79K | ﹤0.01% | 2085 |
|
|
2023
Q2 | $33.9K | Buy |
156
+6
| +4% | +$1.3K | ﹤0.01% | 2061 |
|
|
2023
Q1 | $49.8K | Sell |
150
-8
| -5% | -$2.66K | ﹤0.01% | 1994 |
|
|
2022
Q4 | $59.9K | Sell |
158
-10
| -6% | -$3.79K | ﹤0.01% | 2171 |
|
|
2022
Q3 | $121K | Buy |
168
+11
| +7% | +$7.92K | ﹤0.01% | 1960 |
|
|
2022
Q2 | $102K | Buy |
157
+5
| +3% | +$3.25K | ﹤0.01% | 1990 |
|
|
2022
Q1 | $190K | Buy |
152
+9
| +6% | +$11.3K | ﹤0.01% | 1863 |
|
|
2021
Q4 | $156K | Sell |
143
-2
| -1% | -$2.18K | ﹤0.01% | 1907 |
|
|
2021
Q3 | $277K | Buy |
145
+31
| +27% | +$59.2K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $471K | Sell |
114
-42
| -27% | -$174K | 0.01% | 1310 |
|
|
2021
Q1 | $537K | Sell |
156
-35
| -18% | -$120K | 0.01% | 1159 |
|
|
2020
Q4 | $1.02M | Buy |
191
+79
| +71% | +$420K | 0.01% | 864 |
|
|
2020
Q3 | $720K | Buy |
+112
| New | +$720K | 0.01% | 728 |
|