UBS’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $20K | Sell |
350
-1,011
| -74% | -$57.8K | ﹤0.01% | 5373 |
|
|
2014
Q2 | $82K | Buy |
1,361
+100
| +8% | +$6.03K | ﹤0.01% | 4290 |
|
|
2014
Q1 | $79K | Buy |
1,261
+911
| +260% | +$57.1K | ﹤0.01% | 4303 |
|
|
2013
Q4 | $22K | Sell |
350
-402
| -53% | -$25.3K | ﹤0.01% | 5133 |
|
|
2013
Q3 | $36K | Buy |
752
+162
| +27% | +$7.76K | ﹤0.01% | 4637 |
|
|
2013
Q2 | $25K | Buy |
+590
| New | +$25K | ﹤0.01% | 4744 |
|