Sequoia Financial Advisors’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 |
-400
| Closed | -$23.5K | – | 1251 |
|
|
2024
Q1 | $23.5K | Hold |
400
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q4 | $36K | Buy |
400
+200
| +100% | +$18K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $20.8K | Sell |
200
-200
| -50% | -$20.8K | ﹤0.01% | 954 |
|
|
2023
Q2 | $87.2K | Sell |
400
-22
| -5% | -$4.8K | ﹤0.01% | 926 |
|
|
2023
Q1 | $140K | Sell |
422
-3
| -0.7% | -$999 | ﹤0.01% | 785 |
|
|
2022
Q4 | $162K | Buy |
+425
| New | +$162K | ﹤0.01% | 746 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$130K | – | 596 |
|
|
2022
Q2 | $130K | Sell |
200
-8
| -4% | -$5.2K | ﹤0.01% | 561 |
|
|
2022
Q1 | $261K | Buy |
+208
| New | +$261K | 0.01% | 544 |
|
|
2021
Q2 | – | Sell |
-80
| Closed | -$275K | – | 488 |
|
|
2021
Q1 | $275K | Buy |
80
+4
| +5% | +$13.8K | 0.01% | 358 |
|
|
2020
Q4 | $374K | Buy |
76
+1
| +1% | +$4.92K | 0.02% | 289 |
|
|
2020
Q3 | $474K | Buy |
75
+32
| +74% | +$202K | 0.03% | 234 |
|
|
2020
Q2 | $186K | Buy |
+43
| New | +$186K | 0.01% | 350 |
|