National Penn Investors Trust’s Westwood Holdings Group WHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$229K Buy
+3,900
New +$229K 0.03% 198
2014
Q1
Sell
-5,495
Closed -$340K 215
2013
Q4
$340K Sell
5,495
-75
-1% -$4.64K 0.04% 172
2013
Q3
$268K Buy
5,570
+105
+2% +$5.05K 0.03% 186
2013
Q2
$235K Buy
+5,465
New +$235K 0.03% 190