Comerica Bank’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,037
| Closed | -$292K | – | 2315 |
|
|
2019
Q1 | $292K | Hold |
8,037
| – | – | ﹤0.01% | 2070 |
|
|
2018
Q4 | $296K | Sell |
8,037
-3,102
| -28% | -$114K | ﹤0.01% | 2058 |
|
|
2018
Q3 | $496K | Sell |
11,139
-4,668
| -30% | -$208K | ﹤0.01% | 1897 |
|
|
2018
Q2 | $924K | Sell |
15,807
-450
| -3% | -$26.3K | 0.01% | 1687 |
|
|
2018
Q1 | $938K | Buy |
16,257
+4,900
| +43% | +$283K | 0.01% | 1656 |
|
|
2017
Q4 | $772K | Buy |
11,357
+5,200
| +84% | +$353K | 0.01% | 1760 |
|
|
2017
Q3 | $396K | Buy |
+6,157
| New | +$396K | ﹤0.01% | 1970 |
|