Wealthspire Advisors (Maryland)’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-97
| Closed | -$4K | – | 1173 |
|
|
2019
Q1 | $4K | Buy |
97
+17
| +21% | +$701 | ﹤0.01% | 1903 |
|
|
2018
Q4 | $3K | Sell |
80
-48
| -38% | -$1.8K | ﹤0.01% | 1947 |
|
|
2018
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 1727 |
|
|
2018
Q2 | $6K | Sell |
128
-14
| -10% | -$656 | ﹤0.01% | 1716 |
|
|
2018
Q1 | $7K | Hold |
142
| – | – | ﹤0.01% | 1681 |
|
|
2017
Q4 | $7K | Buy |
142
+55
| +63% | +$2.71K | ﹤0.01% | 1722 |
|
|
2017
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 1848 |
|
|
2017
Q2 | $4K | Hold |
87
| – | – | ﹤0.01% | 1822 |
|
|
2017
Q1 | $4K | Buy |
87
+15
| +21% | +$690 | ﹤0.01% | 1562 |
|
|
2016
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 1475 |
|
|
2016
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 1551 |
|
|
2016
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 1514 |
|
|
2016
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 1535 |
|
|
2015
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1522 |
|