Advisory Research’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $549K | Buy |
|
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|
2022
Q4 | $485K | Sell |
|
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|
2022
Q3 | $459K | Buy |
|
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|
2022
Q2 | $536K | Buy |
|
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|
2022
Q1 | $608K | Hold |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $708K | Buy |
|
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $687K | Sell |
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|
2020
Q4 | $697K | Sell |
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|
2020
Q3 | $599K | Sell |
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|
2020
Q2 | $690K | Sell |
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|
2020
Q1 | $483K | Sell |
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|
2019
Q4 | $977K | Sell |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $963K | Buy |
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|
2018
Q4 | $438K | Buy |
|