B. Riley Wealth Advisors’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,993
| Closed | -$142K | – | 1652 |
|
|
2023
Q1 | $142K | Buy |
10,993
+133
| +1% | +$1.72K | ﹤0.01% | 1342 |
|
|
2022
Q4 | $146K | Sell |
10,860
-2,236
| -17% | -$30K | ﹤0.01% | 1320 |
|
|
2022
Q3 | $146K | Sell |
13,096
-476
| -4% | -$5.31K | ﹤0.01% | 1282 |
|
|
2022
Q2 | $179K | Sell |
13,572
-4,794
| -26% | -$63.2K | 0.01% | 1054 |
|
|
2022
Q1 | $277K | Buy |
18,366
+651
| +4% | +$9.82K | 0.01% | 1053 |
|
|
2021
Q4 | $275K | Sell |
17,715
-757
| -4% | -$11.8K | 0.01% | 1121 |
|
|
2021
Q3 | $282K | Sell |
18,472
-2,339
| -11% | -$35.7K | 0.01% | 1074 |
|
|
2021
Q2 | $311K | Buy |
20,811
+1,610
| +8% | +$24.1K | 0.01% | 1006 |
|
|
2021
Q1 | $292K | Buy |
19,201
+2,356
| +14% | +$35.8K | 0.01% | 1017 |
|
|
2020
Q4 | $230K | Buy |
16,845
+531
| +3% | +$7.25K | 0.01% | 880 |
|
|
2020
Q3 | $160K | Sell |
16,314
-19,808
| -55% | -$194K | 0.01% | 862 |
|
|
2020
Q2 | $373K | Sell |
36,122
-1,376
| -4% | -$14.2K | 0.02% | 551 |
|
|
2020
Q1 | $266K | Buy |
+37,498
| New | +$266K | 0.02% | 582 |
|