OneDigital Investment Advisors’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-480
| Closed | -$19K | – | 790 |
|
|
2019
Q2 | $19K | Hold |
480
| – | – | ﹤0.01% | 816 |
|
|
2019
Q1 | $19K | Hold |
480
| – | – | ﹤0.01% | 748 |
|
|
2018
Q4 | $17K | Buy |
+480
| New | +$17K | ﹤0.01% | 736 |
|
|
2018
Q3 | – | Sell |
-480
| Closed | -$22K | – | 1098 |
|
|
2018
Q2 | $22K | Hold |
480
| – | – | ﹤0.01% | 776 |
|
|
2018
Q1 | $25K | Hold |
480
| – | – | 0.01% | 737 |
|
|
2017
Q4 | $24K | Hold |
480
| – | – | ﹤0.01% | 742 |
|
|
2017
Q3 | $23K | Hold |
480
| – | – | 0.01% | 595 |
|
|
2017
Q2 | $24K | Buy |
+480
| New | +$24K | 0.01% | 693 |
|