Mid Atlantic Financial Management’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-15,184
| Closed | -$208K | – | 771 |
|
2019
Q4 | $208K | Sell |
15,184
-9,577
| -39% | -$131K | 0.02% | 635 |
|
2019
Q3 | $345K | Buy |
24,761
+1,350
| +6% | +$18.8K | 0.04% | 468 |
|
2019
Q2 | $322K | Buy |
23,411
+7,216
| +45% | +$99.3K | 0.03% | 499 |
|
2019
Q1 | $230K | Buy |
16,195
+1,907
| +13% | +$27.1K | 0.03% | 586 |
|
2018
Q4 | $182K | Buy |
+14,288
| New | +$182K | 0.02% | 605 |
|