Truist Financial’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
Q2 | – | Sell |
-3,570
| Closed | -$202K | – | 769 |
|
|
2018
Q1 | $202K | Buy |
3,570
+55
| +2% | +$3.11K | ﹤0.01% | 727 |
|
|
2017
Q4 | $233K | Sell |
3,515
-10
| -0.3% | -$663 | ﹤0.01% | 732 |
|
|
2017
Q3 | $237K | Sell |
3,525
-75
| -2% | -$5.04K | ﹤0.01% | 722 |
|
|
2017
Q2 | $204K | Buy |
+3,600
| New | +$204K | ﹤0.01% | 744 |
|
|
2017
Q1 | – | Sell |
-3,940
| Closed | -$236K | – | 852 |
|
|
2016
Q4 | $236K | Buy |
3,940
+135
| +4% | +$8.09K | ﹤0.01% | 761 |
|
|
2016
Q3 | $202K | Sell |
3,805
-60
| -2% | -$3.19K | ﹤0.01% | 787 |
|
|
2016
Q2 | $200K | Buy |
+3,865
| New | +$200K | ﹤0.01% | 806 |
|