FP
GWGH

Financial Perspectives’s GWG Holdings, Inc GWGH Stock Holding History

Financial Perspectives’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,200
Closed -$6.54K – 701
2022
Q1 		$6.54K Hold
1,200
– – ﹤0.01% 513
2021
Q4 		$12K Hold
1,200
– – 0.01% 424
2021
Q3 		$12K Hold
1,200
– – 0.01% 423
2021
Q2 		$8.56K Sell
1,200
-7,188
-86% -$48.8K ﹤0.01% 480
2021
Q1 		$1.2M Buy
8,388
+7,188
+599% +$51.6K 0.06% 189
2020
Q4 		$8.39K Hold
1,200
– – ﹤0.01% 422
2020
Q3 		$10.3K Hold
1,200
– – 0.01% 367
2020
Q2 		$9.2K Hold
1,200
– – 0.01% 356
2020
Q1 		$12.2K Hold
1,200
– – 0.01% 302
2019
Q4 		$11.8K Buy
+1,200
New +$11.8K 0.01% 312

Other funds holding GWGH

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Financial Perspectives's GWGH Position: Q2 2022 in Review

Financial Perspectives sold out of GWG Holdings, Inc (GWGH) in Q2 2022, closing a stake of 1,200 shares — an estimated $6.54K sold.

Financial Perspectives first reported a position in GWGH in Q4 2019 and held it in 10 quarters. The position peaked at $1.2M in Q1 2021. 1 fund tracked by Wall St. Rank holds GWGH as of Q2 2022.

  • Financial Perspectives reported no remaining GWG Holdings, Inc position as of Q2 2022 after selling out during the quarter.
  • Financial Perspectives sold 1,200 GWG Holdings, Inc shares in Q2 2022, an estimated $6.54K.
  • Financial Perspectives first reported a position in GWG Holdings, Inc in Q4 2019 and held it in 10 quarters.
  • Financial Perspectives's GWG Holdings, Inc position peaked at $1.2M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held GWG Holdings, Inc as of Q2 2022.

Based on Financial Perspectives's 13F filing for Q2 2022, filed 10 Jan 2024.