NorthRock Partners’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-91
| Closed | -$9.39K | – | 751 |
|
|
2023
Q3 | $9.39K | Sell |
91
-80
| -47% | -$8.26K | ﹤0.01% | 347 |
|
|
2023
Q2 | $37.2K | Buy |
171
+5
| +3% | +$1.09K | ﹤0.01% | 310 |
|
|
2023
Q1 | $55.3K | Buy |
166
+56
| +51% | +$18.7K | 0.01% | 318 |
|
|
2022
Q4 | $41.9K | Hold |
110
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $79K | Buy |
110
+6
| +6% | +$4.31K | 0.01% | 294 |
|
|
2022
Q2 | $68K | Buy |
104
+43
| +70% | +$28.1K | 0.01% | 297 |
|
|
2022
Q1 | $76K | Buy |
61
+1
| +2% | +$1.25K | 0.01% | 331 |
|
|
2021
Q4 | $65K | Buy |
+60
| New | +$65K | ﹤0.01% | 327 |
|