Level Four 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 |
-53
| Closed | -$4.8K | – | 901 |
|
2024
Q1 | $4.8K | Hold |
53
| – | – | ﹤0.01% | 766 |
|
2023
Q4 | $4.8K | Hold |
53
| – | – | ﹤0.01% | 763 |
|
2023
Q3 | $5.53K | Hold |
53
| – | – | ﹤0.01% | 739 |
|
2023
Q2 | $11.6K | Buy |
53
+6
| +13% | +$1.32K | ﹤0.01% | 794 |
|
2023
Q1 | $15.5K | Sell |
47
-2
| -4% | -$660 | ﹤0.01% | 751 |
|
2022
Q4 | $18.6K | Buy |
49
+2
| +4% | +$761 | ﹤0.01% | 664 |
|
2022
Q3 | $33K | Hold |
47
| – | – | ﹤0.01% | 535 |
|
2022
Q2 | $30K | Hold |
47
| – | – | ﹤0.01% | 546 |
|
2022
Q1 | $58K | Sell |
47
-1
| -2% | -$1.23K | ﹤0.01% | 631 |
|
2021
Q4 | $53K | Hold |
48
| – | – | ﹤0.01% | 633 |
|
2021
Q3 | $92K | Sell |
48
-2
| -4% | -$3.83K | 0.01% | 457 |
|
2021
Q2 | $208K | Sell |
50
-4
| -7% | -$16.6K | 0.01% | 619 |
|
2021
Q1 | $185K | Sell |
54
-7
| -11% | -$24K | 0.01% | 613 |
|
2020
Q4 | $303K | Sell |
61
-13
| -18% | -$64.6K | 0.02% | 465 |
|
2020
Q3 | $469K | Buy |
74
+1
| +1% | +$6.34K | 0.04% | 358 |
|
2020
Q2 | $318K | Hold |
73
| – | – | 0.02% | 444 |
|
2020
Q1 | $33K | Hold |
73
| – | – | ﹤0.01% | 479 |
|
2019
Q4 | $55K | Hold |
73
| – | – | ﹤0.01% | 556 |
|
2019
Q3 | $64K | Hold |
73
| – | – | 0.01% | 496 |
|
2019
Q2 | $53K | Hold |
73
| – | – | 0.01% | 521 |
|
2019
Q1 | $11K | Hold |
73
| – | – | ﹤0.01% | 509 |
|
2018
Q4 | $10K | Hold |
73
| – | – | ﹤0.01% | 525 |
|
2018
Q3 | $19K | Hold |
73
| – | – | ﹤0.01% | 580 |
|
2018
Q2 | $33K | Hold |
73
| – | – | ﹤0.01% | 605 |
|
2018
Q1 | $48K | Hold |
73
| – | – | ﹤0.01% | 525 |
|
2017
Q4 | $47K | Hold |
73
| – | – | ﹤0.01% | 533 |
|
2017
Q3 | $50K | Hold |
73
| – | – | ﹤0.01% | 500 |
|
2017
Q2 | $41K | Hold |
73
| – | – | 0.01% | 468 |
|
2017
Q1 | $41K | Hold |
73
| – | – | ﹤0.01% | 496 |
|
2016
Q4 | $128K | Buy |
+73
| New | +$128K | 0.02% | 452 |
|