Dean Investment Associates’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.89M | Buy |
+88,884
| New | +$3.89M | 0.57% | 68 |
|
2021
Q1 | – | Sell |
-28,496
| Closed | -$743K | – | 240 |
|
2020
Q4 | $743K | Sell |
28,496
-65,405
| -70% | -$1.71M | 0.15% | 212 |
|
2020
Q3 | $1.8M | Sell |
93,901
-37,052
| -28% | -$711K | 0.43% | 93 |
|
2020
Q2 | $2.7M | Sell |
130,953
-3,602
| -3% | -$74.3K | 0.65% | 54 |
|
2020
Q1 | $1.56M | Buy |
134,555
+43,840
| +48% | +$509K | 0.33% | 127 |
|
2019
Q4 | $3.11M | Buy |
+90,715
| New | +$3.11M | 0.49% | 98 |
|