Berman Capital Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12K | Buy |
290
+14
| +5% | +$579 | ﹤0.01% | 1124 |
|
|
2021
Q2 | $12K | Hold |
276
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q1 | $13K | Buy |
276
+1
| +0.4% | +$47 | ﹤0.01% | 941 |
|
|
2020
Q4 | $10K | Sell |
275
-15
| -5% | -$545 | ﹤0.01% | 918 |
|
|
2020
Q3 | $8K | Buy |
290
+1
| +0.3% | +$28 | ﹤0.01% | 869 |
|
|
2020
Q2 | $7K | Sell |
289
-347
| -55% | -$8.41K | ﹤0.01% | 878 |
|
|
2020
Q1 | $12K | Buy |
636
+604
| +1,888% | +$11.4K | ﹤0.01% | 619 |
|
|
2019
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q3 | $0 | Sell |
32
-68
| -68% | – | ﹤0.01% | 1497 |
|
|
2019
Q2 | $3K | Sell |
100
-5
| -5% | -$150 | ﹤0.01% | 1093 |
|
|
2019
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 919 |
|
|
2018
Q4 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 801 |
|