Prospera Financial Services’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 |
-92
| Closed | -$5.41K | – | 1191 |
|
|
2024
Q1 | $5.41K | Buy |
92
+10
| +12% | +$588 | ﹤0.01% | 1091 |
|
|
2023
Q4 | $7.35K | Hold |
82
| – | – | ﹤0.01% | 1047 |
|
|
2023
Q3 | $8.44K | Hold |
82
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q2 | $17.8K | Buy |
82
+1
| +1% | +$217 | ﹤0.01% | 999 |
|
|
2023
Q1 | $27K | Buy |
81
+24
| +42% | +$8K | ﹤0.01% | 946 |
|
|
2022
Q4 | $21.7K | Sell |
57
-4
| -7% | -$1.53K | ﹤0.01% | 886 |
|
|
2022
Q3 | $44K | Buy |
61
+11
| +22% | +$7.93K | ﹤0.01% | 817 |
|
|
2022
Q2 | $32K | Sell |
50
-3
| -6% | -$1.92K | ﹤0.01% | 1119 |
|
|
2022
Q1 | $66K | Buy |
53
+2
| +4% | +$2.49K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $56K | Sell |
51
-12
| -19% | -$13.2K | ﹤0.01% | 857 |
|
|
2021
Q3 | $120K | Hold |
63
| – | – | 0.01% | 776 |
|
|
2021
Q2 | $261K | Buy |
63
+6
| +11% | +$24.9K | 0.01% | 697 |
|
|
2021
Q1 | $197K | Sell |
57
-126
| -69% | -$435K | 0.01% | 722 |
|
|
2020
Q4 | $906K | Buy |
183
+182
| +18,200% | +$901K | 0.06% | 314 |
|
|
2020
Q3 | $4K | Sell |
1
-184
| -99% | -$736K | ﹤0.01% | 1355 |
|
|
2020
Q2 | $803K | Buy |
185
+8
| +5% | +$34.7K | 0.07% | 275 |
|
|
2020
Q1 | $80K | Buy |
177
+8
| +5% | +$3.62K | 0.01% | 498 |
|
|
2019
Q4 | $128K | Buy |
169
+4
| +2% | +$3.03K | 0.01% | 582 |
|
|
2019
Q3 | $144K | Buy |
165
+68
| +70% | +$59.3K | 0.01% | 527 |
|
|
2019
Q2 | $71K | Hold |
97
| – | – | 0.01% | 509 |
|
|
2019
Q1 | $15K | Buy |
97
+22
| +29% | +$3.4K | ﹤0.01% | 320 |
|
|
2018
Q4 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 391 |
|