American Portfolios Advisors’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 | $16.7K | Buy |
+1,500
| New | +$16.7K | ﹤0.01% | 2281 |
|
|
2021
Q4 | – | Sell |
-1,445
| Closed | -$22K | – | 3589 |
|
|
2021
Q3 | $22K | Buy |
1,445
+1,300
| +897% | +$19.8K | ﹤0.01% | 2241 |
|
|
2021
Q2 | $2.16K | Hold |
145
| – | – | ﹤0.01% | 3125 |
|
|
2021
Q1 | $2.2K | Sell |
145
-12,500
| -99% | -$190K | ﹤0.01% | 2966 |
|
|
2020
Q4 | $172K | Buy |
12,645
+9,300
| +278% | +$127K | 0.01% | 944 |
|
|
2020
Q3 | $32.7K | Hold |
3,345
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q2 | $34.5K | Sell |
3,345
-3,800
| -53% | -$39.1K | ﹤0.01% | 1425 |
|
|
2020
Q1 | $50.6K | Sell |
7,145
-1,604
| -18% | -$11.4K | ﹤0.01% | 1157 |
|
|
2019
Q4 | $120K | Hold |
8,749
| – | – | 0.01% | 962 |
|
|
2019
Q3 | $122K | Buy |
8,749
+7,000
| +400% | +$97.5K | 0.01% | 908 |
|
|
2019
Q2 | $24K | Buy |
+1,749
| New | +$24K | ﹤0.01% | 1608 |
|
|
2018
Q1 | – | Sell |
-1,395
| Closed | -$18.7K | – | 2404 |
|
|
2017
Q4 | $18.7K | Buy |
+1,395
| New | +$18.7K | ﹤0.01% | 1349 |
|