Rise 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
Q2 | – | Sell |
-260
| Closed | -$478 | – | 1651 |
|
|
2025
Q1 | $478 | Buy |
+260
| New | +$478 | ﹤0.01% | 1382 |
|
|
2023
Q4 | – | Hold |
0
| – | -$21 | – | 695 |
|
|
2023
Q3 | – | Hold |
0
| – | -$44 | – | 655 |
|
|
2023
Q2 | – | Hold |
0
| – | -$67 | – | 665 |
|
|
2023
Q1 | – | Hold |
0
| – | -$76 | – | 794 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 756 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 751 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 742 |
|
|
2022
Q1 | – | Hold |
0
| – | -$218 | – | 679 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 639 |
|