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Measured Wealth Private Client Group’s Worthington Enterprises WOR Stock Holding History

Measured Wealth Private Client Group’s Portfolio WOR Stock Details WOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,354
Closed -$209K – 211
2024
Q1 		$209K Sell
3,354
-4,823
-59% -$300K 0.07% 178
2023
Q4 		$471K Buy
8,177
+3,437
+73% +$198K 0.17% 101
2023
Q3 		$293K Buy
+4,740
New +$293K 0.12% 125