Advisor Group’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $34K | Buy |
+1,157
| New | +$34K | ﹤0.01% | 3657 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | – | – | 5343 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 5313 |
|
|
2018
Q4 | $0 | Sell |
3
-424
| -99% | – | ﹤0.01% | 5221 |
|
|
2018
Q3 | $22K | Hold |
427
| – | – | ﹤0.01% | 3840 |
|
|
2018
Q2 | $25K | Hold |
427
| – | – | ﹤0.01% | 3579 |
|
|
2018
Q1 | $24K | Hold |
427
| – | – | ﹤0.01% | 3574 |
|
|
2017
Q4 | $28K | Buy |
+427
| New | +$28K | ﹤0.01% | 3489 |
|