IFP Advisors’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2
| Closed | -$20 | – | 4719 |
|
|
2024
Q4 | $20 | Sell |
2
-1,717
| -100% | -$17.2K | ﹤0.01% | 4457 |
|
|
2024
Q3 | $19.9K | Sell |
1,719
-20,242
| -92% | -$234K | ﹤0.01% | 2153 |
|
|
2024
Q2 | $269K | Sell |
21,961
-3,224
| -13% | -$39.6K | 0.01% | 888 |
|
|
2024
Q1 | $312K | Sell |
25,185
-240
| -0.9% | -$2.98K | 0.01% | 781 |
|
|
2023
Q4 | $313K | Buy |
25,425
+6,794
| +36% | +$83.6K | 0.01% | 750 |
|
|
2023
Q3 | $238K | Sell |
18,631
-1,780
| -9% | -$22.7K | 0.01% | 888 |
|
|
2023
Q2 | $262K | Hold |
20,411
| – | – | 0.01% | 891 |
|
|
2023
Q1 | $293K | Buy |
20,411
+15,829
| +345% | +$227K | 0.01% | 787 |
|
|
2022
Q4 | $66K | Buy |
4,582
+100
| +2% | +$1.44K | ﹤0.01% | 2041 |
|
|
2022
Q3 | $64K | Buy |
4,482
+300
| +7% | +$4.28K | ﹤0.01% | 2192 |
|
|
2022
Q2 | $60K | Hold |
4,182
| – | – | ﹤0.01% | 2028 |
|
|
2022
Q1 | $60K | Sell |
4,182
-44
| -1% | -$631 | ﹤0.01% | 2028 |
|
|
2021
Q4 | $66K | Hold |
4,226
| – | – | ﹤0.01% | 1435 |
|
|
2021
Q3 | $64K | Hold |
4,226
| – | – | ﹤0.01% | 1438 |
|
|
2021
Q2 | $63K | Sell |
4,226
-6
| -0.1% | -$89 | ﹤0.01% | 1421 |
|
|
2021
Q1 | $64K | Sell |
4,232
-39,935
| -90% | -$604K | ﹤0.01% | 1354 |
|
|
2020
Q4 | $601K | Sell |
44,167
-5,962
| -12% | -$81.1K | 0.02% | 455 |
|
|
2020
Q3 | $489K | Sell |
50,129
-3,739
| -7% | -$36.5K | 0.03% | 436 |
|
|
2020
Q2 | $545K | Buy |
53,868
+7,243
| +16% | +$73.3K | 0.04% | 400 |
|
|
2020
Q1 | $390K | Sell |
46,625
-2,245
| -5% | -$18.8K | 0.04% | 399 |
|
|
2019
Q4 | $664K | Sell |
48,870
-559
| -1% | -$7.6K | 0.05% | 368 |
|
|
2019
Q3 | $688K | Buy |
+49,429
| New | +$688K | 0.05% | 401 |
|
|
2019
Q1 | $383K | Sell |
26,933
-22,921
| -46% | -$326K | 0.05% | 333 |
|
|
2018
Q4 | $644K | Sell |
49,854
-10,209
| -17% | -$132K | 0.04% | 467 |
|
|
2018
Q3 | $835K | Buy |
60,063
+39
| +0.1% | +$542 | 0.03% | 483 |
|
|
2018
Q2 | $871K | Buy |
60,024
+8,887
| +17% | +$129K | 0.04% | 459 |
|
|
2018
Q1 | $686K | Hold |
51,137
| – | – | 0.03% | 511 |
|
|
2017
Q4 | $686K | Buy |
51,137
+768
| +2% | +$10.3K | 0.03% | 510 |
|
|
2017
Q3 | $743K | Buy |
+50,369
| New | +$743K | 0.03% | 538 |
|
|
2016
Q2 | – | Sell |
-26,933
| Closed | -$383K | – | 4217 |
|
|
2016
Q1 | $383K | Buy |
+26,933
| New | +$383K | 0.05% | 333 |
|