Merriman Wealth Management’s Howmet Aerospace HWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-102,000
| Closed | -$3.25M | – | 209 |
|
|
2021
Q4 | $3.25M | Buy |
+102,000
| New | +$3.25M | 0.24% | 56 |
|
|
2021
Q1 | – | Sell |
-102,383
| Closed | -$2.92M | – | 201 |
|
|
2020
Q4 | $2.92M | Buy |
+102,383
| New | +$2.92M | 0.31% | 60 |
|
|
2020
Q2 | – | Sell |
-133,507
| Closed | -$1.64M | – | 170 |
|
|
2020
Q1 | $1.64M | Buy |
133,507
+499
| +0.4% | +$6.15K | 0.36% | 42 |
|
|
2019
Q4 | $3.14M | Hold |
133,008
| – | – | 0.6% | 42 |
|
|
2019
Q3 | $2.65M | Hold |
133,008
| – | – | 0.54% | 48 |
|
|
2019
Q2 | $26.6K | Hold |
133,008
| – | – | 0.51% | 50 |
|
|
2019
Q1 | $1.95M | Sell |
133,008
-917
| -0.7% | -$13.4K | 0.37% | 58 |
|
|
2018
Q4 | $1.95M | Sell |
133,925
-234
| -0.2% | -$3.4K | 0.42% | 31 |
|
|
2018
Q3 | $2.26M | Buy |
134,159
+1
| +0% | +$17 | 0.48% | 41 |
|
|
2018
Q2 | $1.75M | Hold |
134,158
| – | – | 0.4% | 45 |
|
|
2018
Q1 | $2.37M | Buy |
134,158
+1
| +0% | +$18 | 0.62% | 38 |
|
|
2017
Q4 | $2.8M | Buy |
134,157
+1,149
| +0.9% | +$24K | 0.68% | 36 |
|
|
2017
Q3 | $2.54M | Hold |
133,008
| – | – | 0.6% | 44 |
|
|
2017
Q2 | $2.31M | Hold |
133,008
| – | – | 0.64% | 45 |
|
|
2017
Q1 | $2.69M | Hold |
133,008
| – | – | 0.65% | 43 |
|
|
2016
Q4 | $1.89M | Buy |
+133,008
| New | +$1.89M | 0.52% | 47 |
|