IFP Advisors’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-992
| Closed | -$12.1K | – | 3454 |
|
|
2024
Q2 | $12.1K | Sell |
992
-298
| -23% | -$3.63K | ﹤0.01% | 2277 |
|
|
2024
Q1 | $15.9K | Buy |
1,290
+868
| +206% | +$10.7K | ﹤0.01% | 2076 |
|
|
2023
Q4 | $5.3K | Buy |
+422
| New | +$5.3K | ﹤0.01% | 2405 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4643 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4438 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4304 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4114 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3958 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3780 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3687 |
|