HWAM
Hennion & Walsh Asset Management’s Douglas Dynamics PLOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,958
| Closed | -$207K | – | 875 |
|
|
2023
Q4 | $207K | Sell |
6,958
-1,695
| -20% | -$50.3K | 0.01% | 770 |
|
|
2023
Q3 | $261K | Sell |
8,653
-241
| -3% | -$7.27K | 0.02% | 682 |
|
|
2023
Q2 | $266K | Sell |
8,894
-973
| -10% | -$29.1K | 0.02% | 693 |
|
|
2023
Q1 | $315K | Sell |
9,867
-110
| -1% | -$3.51K | 0.02% | 628 |
|
|
2022
Q4 | $361K | Sell |
9,977
-421
| -4% | -$15.2K | 0.02% | 572 |
|
|
2022
Q3 | $291K | Buy |
10,398
+795
| +8% | +$22.2K | 0.02% | 626 |
|
|
2022
Q2 | $276K | Buy |
9,603
+3,386
| +54% | +$97.3K | 0.02% | 651 |
|
|
2022
Q1 | $215K | Buy |
+6,217
| New | +$215K | 0.01% | 728 |
|