Bridges Investment Management’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-37,862
| Closed | -$1.05M | – | 391 |
|
|
2019
Q3 | $1.05M | Hold |
37,862
| – | – | 0.04% | 195 |
|
|
2019
Q2 | $1.33M | Hold |
37,862
| – | – | 0.05% | 164 |
|
|
2019
Q1 | $1.34M | Hold |
37,862
| – | – | 0.05% | 167 |
|
|
2018
Q4 | $1.29M | Hold |
37,862
| – | – | 0.06% | 155 |
|
|
2018
Q3 | $1.96M | Sell |
37,862
-30,063
| -44% | -$1.56M | 0.1% | 128 |
|
|
2018
Q2 | $4.04M | Buy |
67,925
+4,769
| +8% | +$284K | 0.18% | 97 |
|
|
2018
Q1 | $3.57M | Buy |
+63,156
| New | +$3.57M | 0.16% | 100 |
|