Sugarloaf Wealth Management’s Workhorse Group WKHS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$266	–	721
2023 Q1	$266	Hold	1	–	–	﹤0.01%	672
2022 Q4	$304	Buy	+1	New	+$304	﹤0.01%	750
2021 Q1	–	Sell	-4	Closed	-$20K	–	783
2020 Q4	$20K	Buy	+4	New	+$20K	0.01%	387