HWAM
Hennion & Walsh Asset Management’s CoreCard CCRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,269
| Closed | -$142K | – | 850 |
|
|
2023
Q4 | $142K | Sell |
10,269
-314
| -3% | -$4.34K | 0.01% | 795 |
|
|
2023
Q3 | $212K | Sell |
10,583
-14
| -0.1% | -$280 | 0.01% | 738 |
|
|
2023
Q2 | $269K | Sell |
10,597
-146
| -1% | -$3.71K | 0.02% | 688 |
|
|
2023
Q1 | $324K | Sell |
10,743
-223
| -2% | -$6.73K | 0.02% | 621 |
|
|
2022
Q4 | $318K | Buy |
10,966
+184
| +2% | +$5.34K | 0.02% | 609 |
|
|
2022
Q3 | $235K | Buy |
10,782
+1,316
| +14% | +$28.7K | 0.02% | 680 |
|
|
2022
Q2 | $231K | Buy |
+9,466
| New | +$231K | 0.01% | 697 |
|