Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4
| Closed | -$79 | – | 894 |
|
2024
Q2 | $79 | Sell |
4
-1
| -20% | -$20 | ﹤0.01% | 908 |
|
2024
Q1 | $264 | Hold |
5
| – | – | ﹤0.01% | 879 |
|
2023
Q4 | $406 | Hold |
5
| – | – | ﹤0.01% | 859 |
|
2023
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 916 |
|
2023
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 839 |
|
2022
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 755 |
|
2022
Q3 | $4K | Sell |
5
-1
| -17% | -$800 | ﹤0.01% | 684 |
|
2022
Q2 | $4K | Buy |
6
+1
| +20% | +$667 | ﹤0.01% | 702 |
|
2022
Q1 | $7K | Hold |
5
| – | – | ﹤0.01% | 626 |
|
2021
Q4 | $6K | Buy |
+5
| New | +$6K | ﹤0.01% | 678 |
|