Avantax Planning Partners’s HCW Biologics HCWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,989
| Closed | -$78.9K | – | 454 |
|
|
2025
Q1 | $78.9K | Hold |
6,989
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $125K | Hold |
6,989
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $151K | Hold |
6,989
| – | – | 0.01% | 425 |
|
|
2024
Q2 | $181K | Buy |
6,989
+2,495
| +56% | +$64.6K | 0.01% | 448 |
|
|
2024
Q1 | $315K | Buy |
4,494
+5
| +0.1% | +$350 | 0.01% | 354 |
|
|
2023
Q4 | $220K | Buy |
+4,489
| New | +$220K | 0.01% | 347 |
|