Advisor Group’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $242K | Buy |
17,636
+1,707
| +11% | +$23.4K | ﹤0.01% | 2237 |
|
|
2019
Q3 | $222K | Buy |
15,929
+1,795
| +13% | +$25K | ﹤0.01% | 2240 |
|
|
2019
Q2 | $195K | Buy |
14,134
+3,630
| +35% | +$50.1K | ﹤0.01% | 2332 |
|
|
2019
Q1 | $149K | Sell |
10,504
-2,660
| -20% | -$37.7K | ﹤0.01% | 2523 |
|
|
2018
Q4 | $167K | Buy |
13,164
+11,252
| +588% | +$143K | ﹤0.01% | 2225 |
|
|
2018
Q3 | $27K | Buy |
1,912
+600
| +46% | +$8.47K | ﹤0.01% | 3698 |
|
|
2018
Q2 | $19K | Hold |
1,312
| – | – | ﹤0.01% | 3742 |
|
|
2018
Q1 | $16K | Hold |
1,312
| – | – | ﹤0.01% | 3821 |
|
|
2017
Q4 | $18K | Sell |
1,312
-304
| -19% | -$4.17K | ﹤0.01% | 3777 |
|
|
2017
Q3 | $24K | Sell |
1,616
-346
| -18% | -$5.14K | ﹤0.01% | 3462 |
|
|
2017
Q2 | $27K | Hold |
1,962
| – | – | ﹤0.01% | 3297 |
|
|
2017
Q1 | $27K | Buy |
1,962
+346
| +21% | +$4.76K | ﹤0.01% | 3163 |
|
|
2016
Q4 | $20K | Hold |
1,616
| – | – | ﹤0.01% | 3225 |
|
|
2016
Q3 | $18K | Hold |
1,616
| – | – | ﹤0.01% | 3225 |
|
|
2016
Q2 | $17K | Buy |
+1,616
| New | +$17K | ﹤0.01% | 3170 |
|