RDFA
Ritter Daniher Financial Advisory’s Workhorse Group WKHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-90
| Closed | -$79 | – | 385 |
|
|
2023
Q2 | $79 | Hold |
90
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $120 | Hold |
90
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $137 | Buy |
+90
| New | +$137 | ﹤0.01% | 291 |
|
|
2022
Q1 | – | Sell |
-90
| Closed | – | – | 267 |
|
|
2021
Q4 | $0 | Hold |
90
| – | – | ﹤0.01% | 255 |
|
|
2021
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 209 |
|
|
2021
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 204 |
|
|
2021
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 192 |
|
|
2020
Q4 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 178 |
|