CAPTRUST Financial Advisors’s HOME FINL BANCORP HWEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,000
Closed -$21K 4962
2021
Q2
$21K Hold
2,000
﹤0.01% 3095
2021
Q1
$20K Buy
+2,000
New +$20K ﹤0.01% 3015
2019
Q4
Sell
-2,000
Closed -$11K 2079
2019
Q3
$11K Buy
+2,000
New +$11K ﹤0.01% 1485

CAPTRUST Financial Advisors's HWEN Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of HOME FINL BANCORP (HWEN) in Q3 2021, closing a stake of 2,000 shares — an estimated $21K sold.

CAPTRUST Financial Advisors first reported a position in HWEN in Q3 2019 and held it in 3 quarters. The position peaked at $21K in Q2 2021. 0 funds tracked by Wall St. Rank hold HWEN as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining HOME FINL BANCORP position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,000 HOME FINL BANCORP shares in Q3 2021, an estimated $21K.
  • CAPTRUST Financial Advisors first reported a position in HOME FINL BANCORP in Q3 2019 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's HOME FINL BANCORP position peaked at $21K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held HOME FINL BANCORP as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.