Avantax Advisory Services’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $349K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $192K | Buy |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $152K | Buy |
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