Affinity Investment Advisors’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 |
-19,995
| Closed | -$968K | – | 197 |
|
|
2022
Q4 | $968K | Buy |
19,995
+128
| +0.6% | +$6.19K | 0.45% | 74 |
|
|
2022
Q3 | $910K | Sell |
19,867
-1,480
| -7% | -$67.8K | 0.47% | 67 |
|
|
2022
Q2 | $946K | Hold |
21,347
| – | – | 0.46% | 64 |
|
|
2022
Q1 | $1.11M | Hold |
21,347
| – | – | 0.46% | 67 |
|
|
2021
Q4 | $1.07M | Buy |
21,347
+89
| +0.4% | +$4.45K | 0.43% | 76 |
|
|
2021
Q3 | $1M | Hold |
21,258
| – | – | 0.45% | 67 |
|
|
2021
Q2 | $945K | Buy |
+21,258
| New | +$945K | 0.43% | 85 |
|