Carson Wealth (CWM LLC)’s WhiteHorse Finance WHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 5324 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$13K | – | 4543 |
|
|
2023
Q3 | $13K | Sell |
1,000
-1,000
| -50% | -$13K | ﹤0.01% | 3012 |
|
|
2023
Q2 | $26K | Sell |
2,000
-1,500
| -43% | -$19.5K | ﹤0.01% | 2463 |
|
|
2023
Q1 | $44K | Buy |
+3,500
| New | +$44K | ﹤0.01% | 1960 |
|