Powell Investment Advisors’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
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|
2025
Q1 | $111K | Hold |
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|
2024
Q4 | $111K | Hold |
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|
2024
Q3 | $132K | Hold |
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|
2024
Q2 | $140K | Hold |
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|
2024
Q1 | $141K | Hold |
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|
2023
Q4 | $140K | Hold |
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|
2023
Q3 | $145K | Hold |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $148K | Hold |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $171K | Hold |
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|
2021
Q4 | $179K | Buy |
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|
2021
Q3 | $162K | Hold |
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|
2021
Q2 | $159K | Hold |
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|
2021
Q1 | $161K | Hold |
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|
2020
Q4 | $145K | Buy |
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