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Linscomb Wealth’s Cactus WHD Stock Holding History

Linscomb Wealth’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-21,354
Closed -$248K – 381
2020
Q1 		$248K Sell
21,354
-8,385
-28% -$97.4K 0.02% 350
2019
Q4 		$1.02M Buy
+29,739
New +$1.02M 0.07% 213