Credit Suisse’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $211K | Sell |
|
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|
2018
Q4 | $232K | Buy |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $492K | Sell |
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|
2018
Q1 | $504K | Buy |
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|
2017
Q4 | $548K | Sell |
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|
2017
Q3 | $1.03M | Buy |
|
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|
2017
Q2 | $333K | Sell |
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|
2017
Q1 | $409K | Sell |
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|
2016
Q4 | $496K | Sell |
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|
2016
Q3 | $497K | Buy |
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|
2016
Q2 | $418K | Buy |
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|
2016
Q1 | $212K | Sell |
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|
2015
Q4 | $310K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $371K | Sell |
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|
2013
Q4 | $620K | Buy |
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|
2013
Q3 | $248K | Sell |
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|
2013
Q2 | $444K | Buy |
|