Meeder Asset Management’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-197
| Closed | -$10K | – | 1822 |
|
|
2018
Q3 | $10K | Hold |
197
| – | – | ﹤0.01% | 1170 |
|
|
2018
Q2 | $11.7K | Hold |
197
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q1 | $11K | Sell |
197
-64
| -25% | -$3.57K | ﹤0.01% | 1046 |
|
|
2017
Q4 | $17K | Buy |
261
+248
| +1,908% | +$16.2K | ﹤0.01% | 977 |
|
|
2017
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1571 |
|
|
2017
Q2 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 1562 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1565 |
|