Martingale Asset Management’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $941K | Sell |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $1.75M | Buy |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $1.37M | Buy |
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|
2018
Q3 | $1.76M | Hold |
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|
2018
Q2 | $2.02M | Hold |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $2.07M | Buy |
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|
2017
Q3 | $525K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $214K | Sell |
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|
2013
Q4 | $348K | Buy |
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