B. Riley Wealth Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,858
| Closed | -$250K | – | 1565 |
|
|
2022
Q4 | $250K | Buy |
+5,858
| New | +$250K | 0.01% | 1137 |
|
|
2022
Q1 | – | Sell |
-4,758
| Closed | -$248K | – | 1442 |
|
|
2021
Q4 | $248K | Buy |
4,758
+58
| +1% | +$3.02K | 0.01% | 1165 |
|
|
2021
Q3 | $201K | Sell |
4,700
-1,201
| -20% | -$51.4K | 0.01% | 1246 |
|
|
2021
Q2 | $261K | Buy |
5,901
+1,201
| +26% | +$53.1K | 0.01% | 1097 |
|
|
2021
Q1 | $225K | Buy |
+4,700
| New | +$225K | 0.01% | 1142 |
|