Stifel Financial’s Westwood Holdings Group WHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-32,272
| Closed | -$468K | – | 3298 |
|
|
2020
Q4 | $468K | Buy |
32,272
+4,356
| +16% | +$63.2K | ﹤0.01% | 2366 |
|
|
2020
Q3 | $311K | Buy |
27,916
+6,577
| +31% | +$73.3K | ﹤0.01% | 2373 |
|
|
2020
Q2 | $336K | Buy |
21,339
+10,926
| +105% | +$172K | ﹤0.01% | 2281 |
|
|
2020
Q1 | $191K | Buy |
+10,413
| New | +$191K | ﹤0.01% | 2454 |
|