Berman Capital Advisors’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-222
| Closed | -$2K | – | 1855 |
|
|
2020
Q3 | $2K | Hold |
222
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q2 | $3K | Hold |
222
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q1 | $4K | Buy |
222
+150
| +208% | +$2.7K | ﹤0.01% | 980 |
|
|
2019
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 1261 |
|
|
2019
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q2 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1245 |
|