Zuckerman Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-58,421
| Closed | -$3.52M | – | 49 |
|
|
2015
Q1 | $3.52M | Sell |
58,421
-121,075
| -67% | -$7.3M | 0.75% | 28 |
|
|
2014
Q4 | $11.1M | Sell |
179,496
-3,227
| -2% | -$199K | 2.34% | 20 |
|
|
2014
Q3 | $10.4M | Sell |
182,723
-730
| -0.4% | -$41.4K | 2.16% | 21 |
|
|
2014
Q2 | $11M | Sell |
183,453
-1,390
| -0.8% | -$83.5K | 2.37% | 20 |
|
|
2014
Q1 | $11.6M | Buy |
184,843
+955
| +0.5% | +$59.9K | 2.75% | 17 |
|
|
2013
Q4 | $11.4M | Buy |
183,888
+4,696
| +3% | +$291K | 2.68% | 17 |
|
|
2013
Q3 | $8.61M | Buy |
179,192
+1,970
| +1% | +$94.7K | 2.16% | 22 |
|
|
2013
Q2 | $7.61M | Buy |
+177,222
| New | +$7.61M | 1.98% | 23 |
|