Baldwin Wealth Partners’s Horace Mann Educators HMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-220
| Closed | -$7.37K | – | 773 |
|
|
2023
Q1 | $7.37K | Hold |
220
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $8.22K | Hold |
220
| – | – | ﹤0.01% | 622 |
|
|
2022
Q3 | $8K | Hold |
220
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $8K | Hold |
220
| – | – | ﹤0.01% | 554 |
|
|
2022
Q1 | $9K | Sell |
220
-125
| -36% | -$5.11K | ﹤0.01% | 552 |
|
|
2021
Q4 | $13K | Hold |
345
| – | – | ﹤0.01% | 484 |
|
|
2021
Q3 | $14K | Sell |
345
-120
| -26% | -$4.87K | ﹤0.01% | 485 |
|
|
2021
Q2 | $17K | Sell |
465
-100
| -18% | -$3.66K | ﹤0.01% | 482 |
|
|
2021
Q1 | $24K | Sell |
565
-31,043
| -98% | -$1.32M | ﹤0.01% | 434 |
|
|
2020
Q4 | $1.33M | Sell |
31,608
-77,683
| -71% | -$3.27M | 0.17% | 70 |
|
|
2020
Q3 | $3.65M | Sell |
109,291
-733
| -0.7% | -$24.5K | 0.5% | 51 |
|
|
2020
Q2 | $4.04M | Sell |
110,024
-781
| -0.7% | -$28.7K | 0.59% | 50 |
|
|
2020
Q1 | $4.05M | Buy |
110,805
+4,675
| +4% | +$171K | 0.71% | 43 |
|
|
2019
Q4 | $4.63M | Buy |
106,130
+1,565
| +1% | +$68.3K | 0.65% | 48 |
|
|
2019
Q3 | $4.84M | Buy |
104,565
+17,090
| +20% | +$792K | 0.73% | 45 |
|
|
2019
Q2 | $3.52M | Sell |
87,475
-2,204
| -2% | -$88.8K | 0.52% | 52 |
|
|
2019
Q1 | $3.16M | Buy |
89,679
+160
| +0.2% | +$5.63K | 0.47% | 54 |
|
|
2018
Q4 | $3.35M | Buy |
89,519
+4,421
| +5% | +$166K | 0.56% | 50 |
|
|
2018
Q3 | $3.82M | Buy |
85,098
+2,170
| +3% | +$97.4K | 0.54% | 51 |
|
|
2018
Q2 | $3.7M | Buy |
82,928
+1,645
| +2% | +$73.4K | 0.57% | 49 |
|
|
2018
Q1 | $3.48M | Buy |
81,283
+27,890
| +52% | +$1.19M | 0.56% | 52 |
|
|
2017
Q4 | $2.36M | Buy |
53,393
+1,240
| +2% | +$54.7K | 0.37% | 59 |
|
|
2017
Q3 | $2.05M | Buy |
52,153
+9,363
| +22% | +$368K | 0.33% | 56 |
|
|
2017
Q2 | $1.62M | Buy |
+42,790
| New | +$1.62M | 0.26% | 62 |
|
|
2016
Q2 | – | Sell |
-1,903
| Closed | -$60K | – | 465 |
|
|
2016
Q1 | $60K | Buy |
+1,903
| New | +$60K | 0.01% | 286 |
|