LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Hancock Whitney HWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-320
| Closed | -$16K | – | 674 |
|
|
2021
Q4 | $16K | Hold |
320
| – | – | ﹤0.01% | 556 |
|
|
2021
Q3 | $15K | Hold |
320
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $14K | Buy |
+320
| New | +$14K | ﹤0.01% | 571 |
|
|
2021
Q1 | – | Sell |
-320
| Closed | -$11K | – | 491 |
|
|
2020
Q4 | $11K | Buy |
+320
| New | +$11K | ﹤0.01% | 556 |
|
|
2019
Q4 | – | Sell |
-23
| Closed | – | – | 688 |
|
|
2019
Q3 | $0 | Hold |
23
| – | – | ﹤0.01% | 701 |
|
|
2019
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 730 |
|
|
2019
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 726 |
|
|
2018
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 707 |
|
|
2018
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 632 |
|
|
2018
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 647 |
|
|
2018
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 696 |
|
|
2017
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 695 |
|
|
2017
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 715 |
|