Powell Investment Advisors’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 | $101K | Hold |
11,060
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $111K | Hold |
11,060
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $111K | Hold |
11,060
| – | – | 0.05% | 135 |
|
|
2024
Q3 | $132K | Hold |
11,060
| – | – | 0.06% | 126 |
|
|
2024
Q2 | $140K | Hold |
11,060
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $141K | Hold |
11,060
| – | – | 0.07% | 123 |
|
|
2023
Q4 | $140K | Hold |
11,060
| – | – | 0.08% | 123 |
|
|
2023
Q3 | $145K | Hold |
11,060
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $146K | Hold |
11,060
| – | – | 0.09% | 107 |
|
|
2023
Q1 | $143K | Hold |
11,060
| – | – | 0.08% | 108 |
|
|
2022
Q4 | $148K | Hold |
11,060
| – | – | 0.09% | 106 |
|
|
2022
Q3 | $127K | Hold |
11,060
| – | – | 0.08% | 108 |
|
|
2022
Q2 | $149K | Hold |
11,060
| – | – | 0.09% | 111 |
|
|
2022
Q1 | $171K | Hold |
11,060
| – | – | 0.1% | 104 |
|
|
2021
Q4 | $179K | Buy |
11,060
+660
| +6% | +$10.7K | 0.1% | 104 |
|
|
2021
Q3 | $162K | Hold |
10,400
| – | – | 0.1% | 105 |
|
|
2021
Q2 | $159K | Hold |
10,400
| – | – | 0.1% | 105 |
|
|
2021
Q1 | $161K | Hold |
10,400
| – | – | 0.11% | 102 |
|
|
2020
Q4 | $145K | Buy |
+10,400
| New | +$145K | 0.11% | 93 |
|