Acuitas Investments’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-158,616
| Closed | -$2.25M | – | 120 |
|
|
2024
Q3 | $2.25M | Buy |
158,616
+21,938
| +16% | +$312K | 1% | 43 |
|
|
2024
Q2 | $1.66M | Buy |
136,678
+788
| +0.6% | +$9.6K | 0.89% | 47 |
|
|
2024
Q1 | $1.67M | Buy |
135,890
+15,354
| +13% | +$189K | 0.84% | 49 |
|
|
2023
Q4 | $1.52M | Buy |
120,536
+314
| +0.3% | +$3.95K | 0.79% | 53 |
|
|
2023
Q3 | $1.22M | Buy |
120,222
+37
| +0% | +$376 | 0.72% | 54 |
|
|
2023
Q2 | $1.49M | Buy |
+120,185
| New | +$1.49M | 0.87% | 49 |
|