Mackenzie Financial’s WhiteHorse Finance WHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-38,038
Closed -$497K 1600
2023
Q2
$497K Sell
38,038
-11,257
-23% -$137K ﹤0.01% 1018
2023
Q1
$617K Buy
49,295
+14,182
+40% +$186K ﹤0.01% 968
2022
Q4
$458K Sell
35,113
-5,840
-14% -$73.7K ﹤0.01% 956
2022
Q3
$455K Sell
40,953
-7,252
-15% -$100K ﹤0.01% 960
2022
Q2
$633K Sell
48,205
-28,939
-38% -$411K ﹤0.01% 921
2022
Q1
$1.16M Buy
77,144
+53
+0.1% +$806 ﹤0.01% 872
2021
Q4
$1.2M Buy
77,091
+186
+0.2% +$2.88K ﹤0.01% 872
2021
Q3
$1.17M Buy
76,905
+10,763
+16% +$166K ﹤0.01% 891
2021
Q2
$986K Buy
66,142
+35,532
+116% +$552K ﹤0.01% 878
2021
Q1
$464K Buy
+30,610
New +$443K ﹤0.01% 940

Other funds holding WHF