Foundations Investment 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
Q1 | – | Sell |
-12,625
| Closed | -$611K | – | 526 |
|
|
2022
Q4 | $611K | Sell |
12,625
-12
| -0.1% | -$581 | 0.02% | 255 |
|
|
2022
Q3 | $579K | Hold |
12,637
| – | – | 0.03% | 213 |
|
|
2022
Q2 | $566K | Buy |
12,637
+19
| +0.2% | +$851 | 0.02% | 213 |
|
|
2022
Q1 | $611K | Hold |
12,618
| – | – | 0.02% | 175 |
|
|
2021
Q4 | $679K | Hold |
12,618
| – | – | 0.03% | 164 |
|
|
2021
Q3 | $617K | Hold |
12,618
| – | – | 0.03% | 152 |
|
|
2021
Q2 | $557K | Hold |
12,618
| – | – | 0.03% | 155 |
|
|
2021
Q1 | $521K | Buy |
+12,618
| New | +$521K | 0.03% | 132 |
|