Hillsdale Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $166K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $76K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $375K | Hold |
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|
2015
Q4 | $333K | Sell |
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|
2015
Q3 | $484K | Sell |
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|
2015
Q2 | $608K | Sell |
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|
2015
Q1 | $688K | Buy |
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|
2014
Q4 | $551K | Hold |
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|
2014
Q3 | $505K | Buy |
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|
2014
Q2 | $505K | Hold |
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|
2014
Q1 | $527K | Buy |
|