Baird Financial Group’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-25,554
| Closed | -$276K | – | 1229 |
|
2016
Q2 | $276K | Buy |
25,554
+1,203
| +5% | +$13K | ﹤0.01% | 1060 |
|
2016
Q1 | $253K | Buy |
24,351
+850
| +4% | +$8.83K | ﹤0.01% | 1097 |
|
2015
Q4 | $270K | Buy |
23,501
+9,935
| +73% | +$114K | ﹤0.01% | 1099 |
|
2015
Q3 | $158K | Buy |
+13,566
| New | +$158K | ﹤0.01% | 1183 |
|