Willow Creek Wealth Management’s Hennessy Advisors HNNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $416K | Hold |
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|
2017
Q4 | $356K | Hold |
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|
2017
Q3 | $333K | Hold |
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|
2017
Q2 | $327K | Hold |
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|
2017
Q1 | $362K | Sell |
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|
2016
Q4 | $456K | Hold |
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|
2016
Q3 | $510K | Hold |
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|
2016
Q2 | $481K | Hold |
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|
2016
Q1 | $384K | Hold |
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|
2015
Q4 | $430K | Hold |
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|
2015
Q3 | $341K | Sell |
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|
2015
Q2 | $311K | Hold |
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|
2015
Q1 | $334K | Hold |
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|
2014
Q4 | $362K | Buy |
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