Perennial Investment Advisors’s Workhorse Group WKHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-864
Closed -$7.54K 451
2024
Q4
$7.54K Buy
+864
New +$7.54K ﹤0.01% 397