Valeo Financial Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3
| Closed | -$11K | – | 1728 |
|
|
2021
Q1 | $11K | Hold |
3
| – | – | ﹤0.01% | 1265 |
|
|
2020
Q4 | $15K | Hold |
3
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q3 | $18K | Sell |
3
-1
| -25% | -$6K | ﹤0.01% | 913 |
|
|
2020
Q2 | $17K | Hold |
4
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 1533 |
|
|
2019
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q3 | $4K | Hold |
4
| – | – | ﹤0.01% | 1261 |
|
|
2019
Q2 | $3K | Sell |
4
-4
| -50% | -$3K | ﹤0.01% | 1349 |
|
|
2019
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1489 |
|