Principal Financial Group’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-97
| Closed | -$5.69K | – | 2471 |
|
|
2024
Q1 | $5.69K | Hold |
97
| – | – | ﹤0.01% | 2425 |
|
|
2023
Q4 | $8.72K | Hold |
97
| – | – | ﹤0.01% | 2413 |
|
|
2023
Q3 | $10K | Buy |
97
+26
| +37% | +$2.69K | ﹤0.01% | 2430 |
|
|
2023
Q2 | $15.5K | Buy |
71
+3
| +4% | +$653 | ﹤0.01% | 2413 |
|
|
2023
Q1 | $22.5K | Sell |
68
-5
| -7% | -$1.66K | ﹤0.01% | 2420 |
|
|
2022
Q4 | $27.8K | Sell |
73
-11
| -13% | -$4.18K | ﹤0.01% | 2391 |
|
|
2022
Q3 | $60K | Sell |
84
-3
| -3% | -$2.14K | ﹤0.01% | 2399 |
|
|
2022
Q2 | $57K | Buy |
87
+32
| +58% | +$21K | ﹤0.01% | 2451 |
|
|
2022
Q1 | $69K | Buy |
55
+10
| +22% | +$12.5K | ﹤0.01% | 2469 |
|
|
2021
Q4 | $49K | Sell |
45
-1
| -2% | -$1.09K | ﹤0.01% | 2482 |
|
|
2021
Q3 | $88K | Sell |
46
-13
| -22% | -$24.9K | ﹤0.01% | 2512 |
|
|
2021
Q2 | $245K | Buy |
+59
| New | +$245K | ﹤0.01% | 2417 |
|