Hancock Whitney’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-153,889
| Closed | -$7.96M | – | 877 |
|
|
2018
Q3 | $7.96M | Buy |
153,889
+1,020
| +0.7% | +$52.8K | 0.23% | 160 |
|
|
2018
Q2 | $9.1M | Buy |
152,869
+923
| +0.6% | +$55K | 0.42% | 106 |
|
|
2018
Q1 | $8.58M | Buy |
151,946
+1,327
| +0.9% | +$75K | 0.38% | 114 |
|
|
2017
Q4 | $9.97M | Buy |
150,619
+3,249
| +2% | +$215K | 0.41% | 111 |
|
|
2017
Q3 | $9.91M | Hold |
147,370
| – | – | 0.42% | 111 |
|
|
2017
Q2 | $8.35M | Buy |
147,370
+170
| +0.1% | +$9.64K | 0.35% | 132 |
|
|
2017
Q1 | $7.86M | Sell |
147,200
-160
| -0.1% | -$8.55K | 0.33% | 144 |
|
|
2016
Q4 | $8.84M | Buy |
147,360
+3,300
| +2% | +$198K | 0.33% | 135 |
|
|
2016
Q3 | $7.65M | Sell |
144,060
-3,230
| -2% | -$172K | 0.3% | 141 |
|
|
2016
Q2 | $7.63M | Hold |
147,290
| – | – | 0.32% | 141 |
|
|
2016
Q1 | $8.64K | Buy |
+147,290
| New | +$8.64K | 0.36% | 121 |
|