IFP Advisors’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26K | Buy |
+100
| New | +$7.26K | ﹤0.01% | 3113 |
|
|
2025
Q1 | – | Hold |
0
| – | -$292 | – | 3632 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3576 |
|
|
2023
Q2 | – | Sell |
-854
| Closed | -$27.3K | – | 3591 |
|
|
2023
Q1 | $27.3K | Sell |
854
-306
| -26% | -$9.77K | ﹤0.01% | 1882 |
|
|
2022
Q4 | $40K | Sell |
1,160
-170
| -13% | -$5.86K | ﹤0.01% | 2401 |
|
|
2022
Q3 | $46K | Buy |
1,330
+986
| +287% | +$34.1K | ﹤0.01% | 2439 |
|
|
2022
Q2 | $12K | Hold |
344
| – | – | ﹤0.01% | 3280 |
|
|
2022
Q1 | $12K | Buy |
344
+134
| +64% | +$4.67K | ﹤0.01% | 3280 |
|
|
2021
Q4 | $8K | Hold |
210
| – | – | ﹤0.01% | 2275 |
|
|
2021
Q3 | $8K | Hold |
210
| – | – | ﹤0.01% | 2327 |
|
|
2021
Q2 | $8K | Hold |
210
| – | – | ﹤0.01% | 2299 |
|
|
2021
Q1 | $6K | Buy |
210
+137
| +188% | +$3.91K | ﹤0.01% | 2359 |
|
|
2020
Q4 | $2K | Buy |
73
+9
| +14% | +$247 | ﹤0.01% | 2652 |
|
|
2020
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 2707 |
|
|
2020
Q2 | $1K | Buy |
64
+24
| +60% | +$375 | ﹤0.01% | 2604 |
|
|
2020
Q1 | $0 | Buy |
+40
| New | – | ﹤0.01% | 3686 |
|