Guggenheim Capital’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
Q2
Sell
2019
Q1
$314K Sell
2018
Q4
$336K Sell
2018
Q3
$740K Buy
2018
Q2
$596K Sell
2018
Q1
$1.01M Buy
2017
Q4
$1.03M Buy
2017
Q3
$968K Buy
2017
Q2
$559K Buy
2017
Q1
$493K Buy