Capital Analysts LLC’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$3K | – | 1085 |
|
|
2022
Q4 | $3K | Sell |
200
-1,012
| -83% | -$15.2K | ﹤0.01% | 973 |
|
|
2022
Q3 | $13K | Sell |
1,212
-1,601
| -57% | -$17.2K | ﹤0.01% | 771 |
|
|
2022
Q2 | $37K | Buy |
+2,813
| New | +$37K | ﹤0.01% | 616 |
|
|
2022
Q1 | – | Sell |
-4,492
| Closed | -$70K | – | 1037 |
|
|
2021
Q4 | $70K | Buy |
4,492
+118
| +3% | +$1.84K | ﹤0.01% | 519 |
|
|
2021
Q3 | $67K | Buy |
+4,374
| New | +$67K | ﹤0.01% | 539 |
|