Valley National Advisers’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 |
-15
| Closed | -$1K | – | 1296 |
|
|
2023
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1168 |
|
|
2023
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 863 |
|
|
2023
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 705 |
|
|
2022
Q4 | $6K | Hold |
15
| – | – | ﹤0.01% | 659 |
|
|
2022
Q3 | $9K | Hold |
15
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $11K | Hold |
15
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $19K | Hold |
15
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $16K | Hold |
15
| – | – | ﹤0.01% | 535 |
|
|
2021
Q3 | $28K | Hold |
15
| – | – | 0.01% | 430 |
|
|
2021
Q2 | $61K | Buy |
15
+14
| +1,400% | +$56.9K | 0.01% | 327 |
|
|
2021
Q1 | $3K | Hold |
1
| – | – | ﹤0.01% | 709 |
|
|
2020
Q4 | $4K | Hold |
1
| – | – | ﹤0.01% | 645 |
|
|
2020
Q3 | $5K | Sell |
1
-1
| -50% | -$5K | ﹤0.01% | 573 |
|
|
2020
Q2 | $9K | Buy |
+2
| New | +$9K | ﹤0.01% | 493 |
|