Carolina Wealth 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
Q3 | – | Sell |
-10,496
| Closed | -$403K | – | 276 |
|
|
2023
Q2 | $403K | Buy |
10,496
+642
| +7% | +$24.6K | 0.24% | 54 |
|
|
2023
Q1 | $359K | Buy |
9,854
+1,459
| +17% | +$53.1K | 0.21% | 63 |
|
|
2022
Q4 | $406K | Buy |
8,395
+972
| +13% | +$47K | 0.26% | 48 |
|
|
2022
Q3 | $340K | Buy |
7,423
+734
| +11% | +$33.6K | 0.27% | 43 |
|
|
2022
Q2 | $297K | Buy |
6,689
+1,117
| +20% | +$49.6K | 0.2% | 59 |
|
|
2022
Q1 | $291K | Buy |
5,572
+530
| +11% | +$27.7K | 0.18% | 55 |
|
|
2021
Q4 | $252K | Buy |
5,042
+1,089
| +28% | +$54.4K | 0.14% | 60 |
|
|
2021
Q3 | $186K | Buy |
3,953
+686
| +21% | +$32.3K | 0.12% | 67 |
|
|
2021
Q2 | $145K | Buy |
3,267
+724
| +28% | +$32.1K | 0.1% | 75 |
|
|
2021
Q1 | $107K | Buy |
+2,543
| New | +$107K | 0.08% | 80 |
|