Avantax Advisory Services’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
27,570
+14
| +0.1% | +$122 | ﹤0.01% | 2075 |
|
|
2025
Q1 | $266K | Sell |
27,556
-1,587
| -5% | -$15.3K | ﹤0.01% | 1924 |
|
|
2024
Q4 | $282K | Sell |
29,143
-982
| -3% | -$9.51K | ﹤0.01% | 1822 |
|
|
2024
Q3 | $349K | Buy |
30,125
+9
| +0% | +$104 | ﹤0.01% | 1651 |
|
|
2024
Q2 | $370K | Buy |
30,116
+8,909
| +42% | +$109K | ﹤0.01% | 1563 |
|
|
2024
Q1 | $263K | Buy |
21,207
+9
| +0% | +$112 | ﹤0.01% | 1377 |
|
|
2023
Q4 | $261K | Buy |
21,198
+2,458
| +13% | +$30.2K | ﹤0.01% | 1322 |
|
|
2023
Q3 | $239K | Buy |
18,740
+808
| +5% | +$10.3K | ﹤0.01% | 1321 |
|
|
2023
Q2 | $230K | Buy |
17,932
+588
| +3% | +$7.54K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $217K | Buy |
17,344
+7
| +0% | +$88 | ﹤0.01% | 1329 |
|
|
2022
Q4 | $226K | Buy |
17,337
+8
| +0% | +$104 | ﹤0.01% | 1253 |
|
|
2022
Q3 | $192K | Buy |
17,329
+7
| +0% | +$78 | ﹤0.01% | 1223 |
|
|
2022
Q2 | $228K | Buy |
17,322
+1,576
| +10% | +$20.7K | ﹤0.01% | 1148 |
|
|
2022
Q1 | $238K | Buy |
15,746
+5
| +0% | +$76 | ﹤0.01% | 1115 |
|
|
2021
Q4 | $244K | Buy |
15,741
+1,666
| +12% | +$25.8K | ﹤0.01% | 1078 |
|
|
2021
Q3 | $213K | Buy |
+14,075
| New | +$213K | ﹤0.01% | 1085 |
|
|
2020
Q4 | – | Sell |
-15,280
| Closed | -$152K | – | 1362 |
|
|
2020
Q3 | $152K | Buy |
+15,280
| New | +$152K | ﹤0.01% | 1264 |
|