HWAM
Hennion & Walsh Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-48,987
| Closed | -$508K | – | 858 |
|
|
2023
Q3 | $508K | Sell |
48,987
-9,671
| -16% | -$100K | 0.03% | 512 |
|
|
2023
Q2 | $840K | Buy |
58,658
+616
| +1% | +$8.82K | 0.05% | 405 |
|
|
2023
Q1 | $414K | Sell |
58,042
-1,364
| -2% | -$9.73K | 0.03% | 554 |
|
|
2022
Q4 | $667K | Buy |
59,406
+4,735
| +9% | +$53.2K | 0.04% | 431 |
|
|
2022
Q3 | $606K | Sell |
54,671
-1,833
| -3% | -$20.3K | 0.04% | 438 |
|
|
2022
Q2 | $477K | Buy |
56,504
+5,452
| +11% | +$46K | 0.03% | 493 |
|
|
2022
Q1 | $695K | Buy |
51,052
+20,158
| +65% | +$274K | 0.04% | 437 |
|
|
2021
Q4 | $608K | Buy |
+30,894
| New | +$608K | 0.03% | 495 |
|