AE Wealth Management’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,641
| Closed | -$140K | – | 1886 |
|
|
2022
Q2 | $140K | Buy |
10,641
+158
| +2% | +$2.08K | ﹤0.01% | 1621 |
|
|
2022
Q1 | $158K | Buy |
+10,483
| New | +$158K | ﹤0.01% | 1592 |
|
|
2021
Q2 | – | Sell |
-12,500
| Closed | -$190K | – | 1665 |
|
|
2021
Q1 | $190K | Hold |
12,500
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q4 | $170K | Sell |
12,500
-350
| -3% | -$4.76K | ﹤0.01% | 1286 |
|
|
2020
Q3 | $126K | Sell |
12,850
-100
| -0.8% | -$981 | ﹤0.01% | 1196 |
|
|
2020
Q2 | $133K | Buy |
12,950
+1,950
| +18% | +$20K | ﹤0.01% | 1173 |
|
|
2020
Q1 | $78K | Sell |
11,000
-100
| -0.9% | -$709 | ﹤0.01% | 1049 |
|
|
2019
Q4 | $152K | Buy |
11,100
+100
| +0.9% | +$1.37K | ﹤0.01% | 1074 |
|
|
2019
Q3 | $153K | Buy |
+11,000
| New | +$153K | ﹤0.01% | 941 |
|