Avantax Planning Partners’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,765
| Closed | -$240K | – | 481 |
|
|
2024
Q1 | $240K | Hold |
4,765
| – | – | 0.01% | 410 |
|
|
2023
Q4 | $228K | Hold |
4,765
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $202K | Buy |
+4,765
| New | +$202K | 0.01% | 346 |
|
|
2018
Q4 | – | Sell |
-43
| Closed | -$2K | – | 668 |
|
|
2018
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1338 |
|
|
2018
Q2 | – | Sell |
-43
| Closed | -$2K | – | 746 |
|
|
2018
Q1 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1598 |
|