Lindenwold Advisors’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,821
| Closed | -$222K | – | 121 |
|
|
2023
Q3 | $222K | Buy |
5,821
+94
| +2% | +$3.58K | 0.14% | 103 |
|
|
2023
Q2 | $245K | Sell |
5,727
-1,642
| -22% | -$70.3K | 0.15% | 98 |
|
|
2023
Q1 | $294K | Buy |
7,369
+31
| +0.4% | +$1.24K | 0.18% | 93 |
|
|
2022
Q4 | $225K | Buy |
+7,338
| New | +$225K | 0.15% | 107 |
|
|
2022
Q3 | – | Sell |
-7,567
| Closed | -$206K | – | 112 |
|
|
2022
Q2 | $206K | Buy |
7,567
+88
| +1% | +$2.4K | 0.15% | 106 |
|
|
2022
Q1 | $237K | Buy |
7,479
+376
| +5% | +$11.9K | 0.15% | 108 |
|
|
2021
Q4 | $239K | Buy |
+7,103
| New | +$239K | 0.14% | 118 |
|