Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,660
| Closed | -$23K | – | 649 |
|
|
2019
Q2 | $23K | Hold |
1,660
| – | – | ﹤0.01% | 294 |
|
|
2019
Q1 | $24K | Buy |
1,660
+41
| +3% | +$593 | ﹤0.01% | 291 |
|
|
2018
Q4 | $22K | Buy |
1,619
+43
| +3% | +$584 | ﹤0.01% | 295 |
|
|
2018
Q3 | $22K | Buy |
1,576
+39
| +3% | +$544 | ﹤0.01% | 294 |
|
|
2018
Q2 | $23K | Buy |
1,537
+37
| +2% | +$554 | ﹤0.01% | 272 |
|
|
2018
Q1 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 293 |
|
|
2017
Q4 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 300 |
|
|
2017
Q3 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 276 |
|
|
2017
Q2 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 279 |
|
|
2017
Q1 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 267 |
|
|
2016
Q4 | $19K | Buy |
+1,500
| New | +$19K | ﹤0.01% | 240 |
|