Bell Investment Advisors’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09K | Buy |
25
+1
| +4% | +$44 | ﹤0.01% | 1562 |
|
|
2025
Q1 | $1.1K | Hold |
24
| – | – | ﹤0.01% | 1521 |
|
|
2024
Q4 | $1.4K | Hold |
24
| – | – | ﹤0.01% | 1471 |
|
|
2024
Q3 | $1.43K | Hold |
24
| – | – | ﹤0.01% | 1470 |
|
|
2024
Q2 | $1.27K | Hold |
24
| – | – | ﹤0.01% | 1535 |
|
|
2024
Q1 | $1.2K | Buy |
24
+11
| +85% | +$551 | ﹤0.01% | 1548 |
|
|
2023
Q4 | $591 | Hold |
13
| – | – | ﹤0.01% | 1772 |
|
|
2023
Q3 | $653 | Hold |
13
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q2 | $551 | Sell |
13
-14
| -52% | -$593 | ﹤0.01% | 1799 |
|
|
2023
Q1 | $1.11K | Sell |
27
-10
| -27% | -$413 | ﹤0.01% | 1519 |
|
|
2022
Q4 | $1.86K | Buy |
37
+10
| +37% | +$503 | ﹤0.01% | 1329 |
|
|
2022
Q3 | $1K | Sell |
27
-21
| -44% | -$778 | ﹤0.01% | 1630 |
|
|
2022
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1257 |
|
|
2021
Q4 | $2K | Buy |
48
+34
| +243% | +$1.42K | ﹤0.01% | 1260 |
|
|
2021
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1613 |
|