NewEdge Wealth’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Buy |
15,292
+1,215
| +9% | +$10.4K | ﹤0.01% | 946 |
|
|
2025
Q1 | $136K | Buy |
14,077
+526
| +4% | +$5.08K | ﹤0.01% | 909 |
|
|
2024
Q4 | $131K | Buy |
13,551
+728
| +6% | +$7.05K | ﹤0.01% | 901 |
|
|
2024
Q3 | $148K | Buy |
12,823
+384
| +3% | +$4.44K | ﹤0.01% | 850 |
|
|
2024
Q2 | $153K | Hold |
12,439
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $162K | Buy |
12,439
+737
| +6% | +$9.6K | ﹤0.01% | 777 |
|
|
2023
Q4 | $144K | Buy |
11,702
+329
| +3% | +$4.05K | ﹤0.01% | 720 |
|
|
2023
Q3 | $145K | Buy |
+11,373
| New | +$145K | ﹤0.01% | 628 |
|