AE Wealth Management’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,405
| Closed | -$697K | – | 1932 |
|
|
2022
Q4 | $697K | Buy |
14,405
+9,038
| +168% | +$437K | 0.01% | 1140 |
|
|
2022
Q3 | $246K | Sell |
5,367
-4,593
| -46% | -$211K | ﹤0.01% | 1545 |
|
|
2022
Q2 | $442K | Sell |
9,960
-323
| -3% | -$14.3K | ﹤0.01% | 1262 |
|
|
2022
Q1 | $536K | Buy |
10,283
+1,297
| +14% | +$67.6K | ﹤0.01% | 1207 |
|
|
2021
Q4 | $449K | Sell |
8,986
-385
| -4% | -$19.2K | ﹤0.01% | 1286 |
|
|
2021
Q3 | $442K | Sell |
9,371
-1,959
| -17% | -$92.4K | ﹤0.01% | 1213 |
|
|
2021
Q2 | $504K | Buy |
11,330
+3,654
| +48% | +$163K | ﹤0.01% | 1136 |
|
|
2021
Q1 | $322K | Sell |
7,676
-2,183
| -22% | -$91.6K | ﹤0.01% | 1221 |
|
|
2020
Q4 | $335K | Buy |
+9,859
| New | +$335K | ﹤0.01% | 1100 |
|
|
2020
Q1 | – | Sell |
-7,833
| Closed | -$344K | – | 1174 |
|
|
2019
Q4 | $344K | Buy |
7,833
+23
| +0.3% | +$1.01K | 0.01% | 853 |
|
|
2019
Q3 | $299K | Buy |
7,810
+193
| +3% | +$7.39K | 0.01% | 783 |
|
|
2019
Q2 | $305K | Buy |
+7,617
| New | +$305K | 0.01% | 748 |
|
|
2019
Q1 | – | Sell |
-7,573
| Closed | -$262K | – | 644 |
|
|
2018
Q4 | $262K | Buy |
7,573
+2,711
| +56% | +$93.8K | 0.04% | 377 |
|
|
2018
Q3 | $231K | Sell |
4,862
-2,110
| -30% | -$100K | 0.01% | 521 |
|
|
2018
Q2 | $325K | Hold |
6,972
| – | – | 0.02% | 315 |
|
|
2018
Q1 | $360K | Sell |
6,972
-500
| -7% | -$25.8K | 0.03% | 294 |
|
|
2017
Q4 | $370K | Buy |
7,472
+1,724
| +30% | +$85.4K | 0.03% | 279 |
|
|
2017
Q3 | $278K | Buy |
+5,748
| New | +$278K | 0.03% | 322 |
|