Raymond James Financial Services Advisors’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $240K | Buy |
20,783
+5,902
| +40% | +$68.3K | ﹤0.01% | 3065 |
|
|
2024
Q2 | $183K | Buy |
14,881
+142
| +1% | +$1.74K | ﹤0.01% | 3145 |
|
|
2024
Q1 | $183K | Buy |
14,739
+1,117
| +8% | +$13.9K | ﹤0.01% | 3116 |
|
|
2023
Q4 | $168K | Buy |
+13,622
| New | +$168K | ﹤0.01% | 3032 |
|
|
2022
Q3 | – | Sell |
-18,564
| Closed | -$244K | – | 3319 |
|
|
2022
Q2 | $244K | Buy |
18,564
+2,722
| +17% | +$35.8K | ﹤0.01% | 2733 |
|
|
2022
Q1 | $239K | Sell |
15,842
-764
| -5% | -$11.5K | ﹤0.01% | 2867 |
|
|
2021
Q4 | $257K | Buy |
+16,606
| New | +$257K | ﹤0.01% | 2806 |
|
|
2020
Q1 | – | Sell |
-15,293
| Closed | -$210K | – | 2824 |
|
|
2019
Q4 | $210K | Buy |
15,293
+303
| +2% | +$4.16K | ﹤0.01% | 2541 |
|
|
2019
Q3 | $209K | Sell |
14,990
-9,837
| -40% | -$137K | ﹤0.01% | 2470 |
|
|
2019
Q2 | $341K | Buy |
+24,827
| New | +$341K | ﹤0.01% | 2188 |
|