Acrospire Investment Management’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-726
| Closed | -$41K | – | 1419 |
|
|
2017
Q2 | $41K | Buy |
726
+300
| +70% | +$16.9K | 0.04% | 1052 |
|
|
2017
Q1 | $23K | Buy |
+426
| New | +$23K | 0.02% | 1549 |
|
|
2016
Q3 | – | Sell |
-543
| Closed | -$28K | – | 2175 |
|
|
2016
Q2 | $28K | Sell |
543
-298
| -35% | -$15.4K | 0.02% | 1420 |
|
|
2016
Q1 | $49K | Buy |
+841
| New | +$49K | 0.03% | 979 |
|