Principal Financial Group’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,437
| Closed | -$205K | – | 2320 |
|
|
2018
Q2 | $205K | Sell |
3,437
-802
| -19% | -$47.8K | ﹤0.01% | 2166 |
|
|
2018
Q1 | $239K | Buy |
4,239
+399
| +10% | +$22.5K | ﹤0.01% | 2067 |
|
|
2017
Q4 | $254K | Buy |
+3,840
| New | +$254K | ﹤0.01% | 2081 |
|
|
2014
Q2 | – | Sell |
-3,274
| Closed | -$205K | – | 2313 |
|
|
2014
Q1 | $205K | Sell |
3,274
-31
| -0.9% | -$1.94K | ﹤0.01% | 2125 |
|
|
2013
Q4 | $205K | Buy |
+3,305
| New | +$205K | ﹤0.01% | 2147 |
|