Capital Financial Services’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $301K | Sell |
23,100
-75
| -0.3% | -$979 | 0.42% | 58 |
|
|
2022
Q3 | $257K | Hold |
23,175
| – | – | 0.38% | 61 |
|
|
2022
Q2 | $305K | Hold |
23,175
| – | – | 0.43% | 57 |
|
|
2022
Q1 | $349K | Hold |
23,175
| – | – | 0.41% | 57 |
|
|
2021
Q4 | $359K | Hold |
23,175
| – | – | 0.39% | 59 |
|
|
2021
Q3 | $353K | Buy |
23,175
+1,000
| +5% | +$15.2K | 0.43% | 58 |
|
|
2021
Q2 | $330K | Sell |
22,175
-1,000
| -4% | -$14.9K | 0.42% | 49 |
|
|
2021
Q1 | $352K | Buy |
23,175
+25
| +0.1% | +$380 | 0.47% | 46 |
|
|
2020
Q4 | $315K | Buy |
+23,150
| New | +$315K | 0.44% | 47 |
|