Arkadios Wealth Advisors’s Heidrick & Struggles HSII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4,663
| Closed | -$208K | – | 1097 |
|
2021
Q3 | $208K | Buy |
4,663
+811
| +21% | +$36.2K | 0.03% | 497 |
|
2021
Q2 | $171K | Buy |
3,852
+3,701
| +2,451% | +$164K | 0.02% | 575 |
|
2021
Q1 | $5K | Hold |
151
| – | – | ﹤0.01% | 1362 |
|
2020
Q4 | $4K | Sell |
151
-1,333
| -90% | -$35.3K | ﹤0.01% | 1155 |
|
2020
Q3 | $33K | Sell |
1,484
-44
| -3% | -$979 | 0.02% | 485 |
|
2020
Q2 | $31.3K | Buy |
1,528
+1,286
| +531% | +$26.3K | 0.02% | 460 |
|
2020
Q1 | $5.45K | Hold |
242
| – | – | ﹤0.01% | 766 |
|
2019
Q4 | $6.85K | Buy |
+242
| New | +$6.85K | ﹤0.01% | 654 |
|