Burleson & Co’s Hennessy Advisors HNNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $99K | Sell |
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|
2022
Q1 | $181K | Hold |
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|
2021
Q4 | $194K | Buy |
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|
2021
Q3 | $91K | Hold |
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|
2021
Q2 | $89K | Sell |
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|
2021
Q1 | $86K | Sell |
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|
2020
Q4 | $124K | Sell |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $490K | Sell |
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|
2020
Q1 | $663K | Sell |
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|
2019
Q4 | $1.02M | Hold |
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|
2019
Q3 | $1.1M | Hold |
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|
2019
Q2 | $977K | Hold |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $1.07M | Hold |
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|
2018
Q2 | $1.51M | Buy |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.12M | Buy |
|