TC |
Stat |
Stk |
Ins |
Fil |
+d |
+w |
+m |
+q |
+h |
+y |
avg |
|---|---|---|---|---|---|---|---|---|---|---|---|
| S | %ret | 1 | 1 | 2 | -1 | -1 | 6 | 1 | 5 | 5 | 3 |
| S | %wins | 100 | 50 | 0 | 50 | 0 | 50 | 42 |
Filing Date |
T Date |
Ticker |
Issuer | Inc | Sector |
Ind | Industry |
Owner |
oSt |
Rel |
Title |
T |
TVal |
Price |
L |
Qty |
oc |
Own |
H |
r2y |
r1y |
r6m |
r3m |
r6w |
r3w |
r7d |
r3d |
f1d |
f1w |
f1m |
f3m |
f6m |
f1y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1/17/18 16:20 | 1/12/18 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Gerron Julie Kramer | X1 | O | GC,CCO | S.m | -138 | 68.41 | 0 | -2 | -7 | 28 | D | ||||||||||||||
1/4/18 18:56 | 1/2/18 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Gerron Julie Kramer | X1 | O | GC,CCO | S.m | -200 | 66.99 | 0 | -3 | -9 | 30 | D | ||||||||||||||
6/9/14 18:47 | 6/6/14 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Gerron Julie Kramer | X1 | O | GC | S.m | -118 | 59.09 | 1 | -2 | -8 | 24 | D | 84 | 37 | 6 | 2 | 1 | 4 | 0 | 3 | -1 | -3 | 3 | 2 | 5 | -1 |
3/6/14 18:37 | 3/6/14 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Gerron Julie Kramer | X1 | O | GC | S | -87 | 58.30 | 1 | -2 | -6 | 26 | D | 62 | 40 | 21 | 4 | -5 | 4 | -1 | 2 | 0 | 2 | 9 | 0 | 4 | 10 |
| D | Derivative transaction in filing (usually option exercise) |
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price |
| A | Amended filing |
| E | Error detected in filing |
| S - Sale | Sale of securities on an exchange or to another person |
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) |
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company |
| P - Purchase | Purchase of securities on an exchange or from another person |