WGCA
Wolf Group Capital Advisors’s Hancock Whitney HWC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-11,010
| Closed | -$277K | – | 111 |
|
2015
Q4 | $277K | Sell |
11,010
-53,920
| -83% | -$1.36M | 0.21% | 94 |
|
2015
Q3 | $1.76M | Sell |
64,930
-4,210
| -6% | -$114K | 1.41% | 27 |
|
2015
Q2 | $2.21M | Sell |
69,140
-1,190
| -2% | -$38K | 1.47% | 24 |
|
2015
Q1 | $2.1M | Buy |
70,330
+4,250
| +6% | +$127K | 1.45% | 25 |
|
2014
Q4 | $2.03M | Buy |
66,080
+11,460
| +21% | +$352K | 1.47% | 26 |
|
2014
Q3 | $1.75M | Buy |
54,620
+21,375
| +64% | +$685K | 1.31% | 31 |
|
2014
Q2 | $1.17M | Buy |
33,245
+11,150
| +50% | +$394K | 0.85% | 48 |
|
2014
Q1 | $810K | Buy |
22,095
+3,810
| +21% | +$140K | 0.63% | 63 |
|
2013
Q4 | $671K | Buy |
+18,285
| New | +$671K | 0.54% | 67 |
|