Cerity Partners’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,838
| Closed | -$229K | – | 2616 |
|
|
2024
Q3 | $229K | Buy |
+3,838
| New | +$229K | ﹤0.01% | 2238 |
|
|
2024
Q1 | – | Sell |
-11,142
| Closed | -$506K | – | 2351 |
|
|
2023
Q4 | $506K | Buy |
11,142
+1,660
| +18% | +$75.4K | ﹤0.01% | 1262 |
|
|
2023
Q3 | $476K | Buy |
+9,482
| New | +$476K | ﹤0.01% | 990 |
|