Beacon Pointe Advisors’s Hancock Whitney HWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,596
| Closed | -$411K | – | 1235 |
|
|
2024
Q2 | $411K | Buy |
8,596
+599
| +7% | +$28.7K | ﹤0.01% | 924 |
|
|
2024
Q1 | $368K | Buy |
7,997
+186
| +2% | +$8.56K | ﹤0.01% | 1016 |
|
|
2023
Q4 | $380K | Sell |
7,811
-1,524
| -16% | -$74.1K | ﹤0.01% | 976 |
|
|
2023
Q3 | $345K | Buy |
9,335
+556
| +6% | +$20.6K | ﹤0.01% | 999 |
|
|
2023
Q2 | $337K | Buy |
8,779
+1,790
| +26% | +$68.7K | 0.01% | 843 |
|
|
2023
Q1 | $254K | Buy |
6,989
+164
| +2% | +$5.97K | ﹤0.01% | 992 |
|
|
2022
Q4 | $330K | Buy |
6,825
+430
| +7% | +$20.8K | 0.01% | 832 |
|
|
2022
Q3 | $293K | Buy |
6,395
+55
| +0.9% | +$2.52K | 0.01% | 804 |
|
|
2022
Q2 | $280K | Sell |
6,340
-121
| -2% | -$5.34K | 0.01% | 849 |
|
|
2022
Q1 | $337K | Buy |
+6,461
| New | +$337K | ﹤0.01% | 937 |
|