Schroder Investment Management Group’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $977K | Buy |
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $92 | Hold |
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|
2018
Q3 | $140K | Sell |
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|
2018
Q2 | $253K | Sell |
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|
2018
Q1 | $260K | Hold |
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|
2017
Q4 | $305K | Sell |
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|
2017
Q3 | $362K | Buy |
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|
2017
Q2 | $247K | Hold |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $567K | Sell |
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|
2016
Q3 | $1.82M | Buy |
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|
2016
Q2 | $958K | Sell |
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $26K | Hold |
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|
2015
Q3 | $27K | Hold |
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|
2015
Q2 | $30K | Buy |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $17K | Hold |
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|
2014
Q2 | $18K | Hold |
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|
2014
Q1 | $18.8K | Hold |
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|
2013
Q4 | $18.6K | Hold |
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|
2013
Q3 | $14.4K | Hold |
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|
2013
Q2 | $12.9K | Buy |
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