Stifel Financial’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-41
| Closed | -$30K | – | 3386 |
|
|
2022
Q3 | $30K | Hold |
41
| – | – | ﹤0.01% | 3213 |
|
|
2022
Q2 | $27K | Sell |
41
-7
| -15% | -$4.61K | ﹤0.01% | 3264 |
|
|
2022
Q1 | $60K | Buy |
48
+7
| +17% | +$8.75K | ﹤0.01% | 3296 |
|
|
2021
Q4 | $45K | Sell |
41
-300
| -88% | -$329K | ﹤0.01% | 3318 |
|
|
2021
Q3 | $652K | Buy |
341
+50
| +17% | +$95.6K | ﹤0.01% | 2426 |
|
|
2021
Q2 | $1.21M | Buy |
291
+64
| +28% | +$265K | ﹤0.01% | 1957 |
|
|
2021
Q1 | $780K | Sell |
227
-245
| -52% | -$842K | ﹤0.01% | 2166 |
|
|
2020
Q4 | $2.33M | Buy |
472
+332
| +237% | +$1.64M | ﹤0.01% | 1295 |
|
|
2020
Q3 | $886K | Buy |
+140
| New | +$886K | ﹤0.01% | 1720 |
|