Waverly Advisors’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-71
| Closed | -$2K | – | 537 |
|
|
2014
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 724 |
|
|
2014
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 664 |
|
|
2014
Q1 | $3K | Sell |
71
-3,234
| -98% | -$137K | ﹤0.01% | 626 |
|
|
2013
Q4 | $121K | Buy |
3,305
+71
| +2% | +$2.6K | 0.04% | 199 |
|
|
2013
Q3 | $101K | Sell |
3,234
-6,942
| -68% | -$217K | 0.05% | 150 |
|
|
2013
Q2 | $306K | Buy |
+10,176
| New | +$306K | 0.18% | 66 |
|