SOA Wealth Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1
| Closed | -$1K | – | 1051 |
|
|
2022
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 878 |
|
|
2021
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 853 |
|
|
2021
Q3 | $2K | Sell |
1
-1
| -50% | -$2K | ﹤0.01% | 805 |
|
|
2021
Q2 | $10K | Hold |
2
| – | – | ﹤0.01% | 586 |
|
|
2021
Q1 | $8K | Buy |
+2
| New | +$8K | ﹤0.01% | 561 |
|