American Century Companies’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
Q3 | – | Sell |
-26,365
| Closed | -$928K | – | 1323 |
|
|
2019
Q2 | $928K | Buy |
26,365
+2,490
| +10% | +$87.6K | ﹤0.01% | 1093 |
|
|
2019
Q1 | $842K | Buy |
+23,875
| New | +$842K | ﹤0.01% | 1073 |
|
|
2015
Q4 | – | Sell |
-4,800
| Closed | -$261K | – | 1395 |
|
|
2015
Q3 | $261K | Buy |
+4,800
| New | +$261K | ﹤0.01% | 1295 |
|
|
2014
Q4 | – | Sell |
-9,436
| Closed | -$535K | – | 1475 |
|
|
2014
Q3 | $535K | Buy |
+9,436
| New | +$535K | ﹤0.01% | 1276 |
|