Sterling Investment Advisors (Pennsylvania)’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40
| Closed | -$3.6K | – | 146 |
|
|
2023
Q4 | $3.6K | Buy |
+40
| New | +$3.6K | ﹤0.01% | 134 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$7K | – | 526 |
|
|
2022
Q2 | $7K | Sell |
11
-1
| -8% | -$636 | ﹤0.01% | 436 |
|
|
2022
Q1 | $16K | Hold |
12
| – | – | ﹤0.01% | 388 |
|
|
2021
Q4 | $14K | Hold |
12
| – | – | ﹤0.01% | 410 |
|
|
2021
Q3 | $24K | Buy |
12
+3
| +33% | +$6K | 0.01% | 341 |
|
|
2021
Q2 | $38K | Buy |
9
+4
| +80% | +$16.9K | 0.01% | 286 |
|
|
2021
Q1 | $18K | Hold |
5
| – | – | 0.01% | 355 |
|
|
2020
Q4 | $26K | Buy |
5
+4
| +400% | +$20.8K | 0.01% | 287 |
|
|
2020
Q3 | $9K | Buy |
+1
| New | +$9K | ﹤0.01% | 354 |
|