Clifford Swan Investment Counsel’s Hennessy Advisors HNNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $198K | Hold |
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|
2017
Q4 | $170K | Sell |
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|
2017
Q3 | $313K | Hold |
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|
2017
Q2 | $307K | Hold |
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|
2017
Q1 | $340K | Hold |
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|
2016
Q4 | $429K | Hold |
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|
2016
Q3 | $479K | Hold |
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|
2016
Q2 | $452K | Hold |
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|
2016
Q1 | $360K | Hold |
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|
2015
Q4 | $404K | Hold |
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|
2015
Q3 | $321K | Hold |
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|
2015
Q2 | $254K | Hold |
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|
2015
Q1 | $273K | Hold |
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|
2014
Q4 | $296K | Hold |
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|
2014
Q3 | $268K | Hold |
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|
2014
Q2 | $201K | Buy |
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