Berman Capital Advisors’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $47K | Hold |
1,010
| – | – | 0.01% | 701 |
|
|
2021
Q2 | $44K | Buy |
1,010
+1
| +0.1% | +$44 | 0.01% | 630 |
|
|
2021
Q1 | $42K | Hold |
1,009
| – | – | 0.01% | 537 |
|
|
2020
Q4 | $34K | Sell |
1,009
-11
| -1% | -$371 | 0.01% | 508 |
|
|
2020
Q3 | $19K | Buy |
1,020
+343
| +51% | +$6.39K | 0.01% | 600 |
|
|
2020
Q2 | $14K | Buy |
677
+640
| +1,730% | +$13.2K | ﹤0.01% | 652 |
|
|
2020
Q1 | $0 | Sell |
37
-195
| -84% | – | ﹤0.01% | 1555 |
|
|
2019
Q4 | $10K | Hold |
232
| – | – | ﹤0.01% | 743 |
|
|
2019
Q3 | $8K | Sell |
232
-96
| -29% | -$3.31K | ﹤0.01% | 788 |
|
|
2019
Q2 | $13K | Buy |
328
+96
| +41% | +$3.81K | ﹤0.01% | 640 |
|
|
2019
Q1 | $9K | Hold |
232
| – | – | ﹤0.01% | 689 |
|
|
2018
Q4 | $8K | Buy |
+232
| New | +$8K | ﹤0.01% | 560 |
|