Caldwell Trust’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-350
|
|
||||
|
2023
Q1 | $16.6K | Hold |
350
|
|
||||
|
2022
Q4 | $14.9K | Hold |
350
|
|
||||
|
2022
Q3 | $12.9K | Hold |
350
|
|
||||
|
2022
Q2 | $14.3K | Hold |
350
|
|
||||
|
2022
Q1 | $15.5K | Hold |
350
|
|
||||
|
2021
Q4 | $18.2K | Hold |
350
|
|
||||
|
2021
Q3 | $14.9K | Hold |
350
|
|
||||
|
2021
Q2 | $15.4K | Hold |
350
|
|
||||
|
2021
Q1 | $16.7K | Hold |
350
|
|
||||
|
2020
Q4 | $13.9K | Sell |
350
-101
|
|
||||
|
2020
Q3 | $12.8K | Hold |
451
|
|
||||
|
2020
Q2 | $12.2K | Hold |
451
|
|
||||
|
2020
Q1 | $8.62K | Hold |
451
|
|
||||
|
2019
Q4 | $15K | Buy |
+451
|
|