Winton Group’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-20,363
| Closed | -$227K | – | 1528 |
|
|
2020
Q3 | $227K | Sell |
20,363
-8,749
| -30% | -$97.5K | 0.01% | 1326 |
|
|
2020
Q2 | $459K | Buy |
29,112
+4,576
| +19% | +$72.1K | 0.01% | 1198 |
|
|
2020
Q1 | $449K | Buy |
24,536
+4,383
| +22% | +$80.2K | 0.01% | 1062 |
|
|
2019
Q4 | $597K | Sell |
20,153
-14,333
| -42% | -$425K | 0.01% | 1193 |
|
|
2019
Q3 | $954K | Buy |
+34,486
| New | +$954K | 0.01% | 859 |
|