Stephens Consulting’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-106
| Closed | -$1.32K | – | 517 |
|
|
2023
Q2 | $1.32K | Buy |
106
+1
| +1% | +$12 | ﹤0.01% | 453 |
|
|
2023
Q1 | $1.17K | Buy |
105
+2
| +2% | +$22 | ﹤0.01% | 482 |
|
|
2022
Q4 | $1.15K | Buy |
103
+1
| +1% | +$11 | ﹤0.01% | 456 |
|
|
2022
Q3 | $979 | Buy |
102
+1
| +1% | +$10 | ﹤0.01% | 521 |
|
|
2022
Q2 | $1.39K | Buy |
101
+1
| +1% | +$14 | ﹤0.01% | 497 |
|
|
2022
Q1 | $1.53K | Buy |
100
+1
| +1% | +$15 | ﹤0.01% | 515 |
|
|
2021
Q4 | $1.67K | Buy |
+99
| New | +$1.67K | ﹤0.01% | 622 |
|