Carson Wealth (CWM LLC)’s Westwood Holdings Group WHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22
| Closed | – | – | 4466 |
|
|
2023
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 4349 |
|
|
2022
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 4261 |
|
|
2022
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 4191 |
|
|
2022
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 4094 |
|
|
2022
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 3878 |
|
|
2021
Q4 | $0 | Buy |
+22
| New | – | ﹤0.01% | 3640 |
|
|
2021
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2021
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2020
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2020
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2020
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2020
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2019
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2019
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2019
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 2977 |
|
|
2019
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 3271 |
|