Sheaff Brock Investment Advisors’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-24,544
| Closed | -$682K | – | 654 |
|
|
2017
Q1 | $682K | Sell |
24,544
-2,597
| -10% | -$72.2K | 0.09% | 226 |
|
|
2016
Q4 | $794K | Sell |
27,141
-3,012
| -10% | -$88.1K | 0.1% | 208 |
|
|
2016
Q3 | $893K | Buy |
30,153
+13,709
| +83% | +$406K | 0.12% | 171 |
|
|
2016
Q2 | $429K | Hold |
16,444
| – | – | 0.05% | 303 |
|
|
2016
Q1 | $361K | Hold |
16,444
| – | – | 0.04% | 346 |
|
|
2015
Q4 | $306K | Buy |
+16,444
| New | +$306K | 0.03% | 401 |
|