Baker Tilly Wealth Management’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,000
| Closed | -$136K | – | 416 |
|
|
2024
Q1 | $136K | Hold |
11,000
| – | – | 0.02% | 412 |
|
|
2023
Q4 | $135K | Hold |
11,000
| – | – | 0.02% | 459 |
|
|
2023
Q3 | $140K | Hold |
11,000
| – | – | 0.02% | 448 |
|
|
2023
Q2 | $141K | Hold |
11,000
| – | – | 0.01% | 531 |
|
|
2023
Q1 | $138K | Hold |
11,000
| – | – | 0.02% | 530 |
|
|
2022
Q4 | $144K | Hold |
11,000
| – | – | 0.02% | 515 |
|
|
2022
Q3 | $122K | Hold |
11,000
| – | – | 0.02% | 489 |
|
|
2022
Q2 | $145K | Hold |
11,000
| – | – | 0.02% | 479 |
|
|
2022
Q1 | $166K | Hold |
11,000
| – | – | 0.02% | 505 |
|
|
2021
Q4 | $171K | Hold |
11,000
| – | – | 0.02% | 514 |
|
|
2021
Q3 | $167K | Hold |
11,000
| – | – | 0.02% | 494 |
|
|
2021
Q2 | $164K | Hold |
11,000
| – | – | 0.03% | 486 |
|
|
2021
Q1 | $167K | Hold |
11,000
| – | – | 0.03% | 454 |
|
|
2020
Q4 | $150K | Buy |
+11,000
| New | +$150K | 0.05% | 330 |
|