Gary Goldberg Planning Services’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $41K | Sell |
1,335
-282
| -17% | -$8.66K | 0.02% | 239 |
|
|
2014
Q3 | $52K | Sell |
1,617
-112
| -6% | -$3.6K | 0.02% | 216 |
|
|
2014
Q2 | $61K | Sell |
1,729
-1,955
| -53% | -$69K | 0.03% | 199 |
|
|
2014
Q1 | $135K | Buy |
3,684
+1,829
| +99% | +$67K | 0.07% | 127 |
|
|
2013
Q4 | $68K | Buy |
1,855
+321
| +21% | +$11.8K | 0.04% | 172 |
|
|
2013
Q3 | $48K | Buy |
1,534
+7
| +0.5% | +$219 | 0.03% | 202 |
|
|
2013
Q2 | $46K | Buy |
+1,527
| New | +$46K | 0.03% | 192 |
|