Principal Financial Group’s Workhorse Group WKHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-8
Closed -$5.68K 2471
2024
Q1
$5.68K Hold
8
﹤0.01% 2425
2023
Q4
$8.72K Hold
8
﹤0.01% 2413
2023
Q3
$10K Buy
8
+2
+33% +$5.14K ﹤0.01% 2430
2023
Q2
$15.5K Hold
6
﹤0.01% 2413
2023
Q1
$22.5K Hold
6
﹤0.01% 2420
2022
Q4
$27.8K Sell
6
-1
-14% -$6.89K ﹤0.01% 2391
2022
Q3
$60K Hold
7
﹤0.01% 2399
2022
Q2
$57K Buy
7
+2
+40% +$18.9K ﹤0.01% 2451
2022
Q1
$69K Buy
5
+1
+25% +$11K ﹤0.01% 2469
2021
Q4
$49K Hold
4
﹤0.01% 2482
2021
Q3
$88K Sell
4
-1
-20% -$30.3K ﹤0.01% 2512
2021
Q2
$245K Buy
+5
New +$185K ﹤0.01% 2417

Other funds holding WKHS