Cassady Schiller Wealth Management’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $284K | Hold |
9,230
| – | – | 0.1% | 93 |
|
|
2024
Q3 | $257K | Hold |
9,230
| – | – | 0.09% | 105 |
|
|
2024
Q2 | $369K | Hold |
9,230
| – | – | 0.15% | 76 |
|
|
2024
Q1 | $464K | Hold |
9,230
| – | – | 0.21% | 70 |
|
|
2023
Q4 | $442K | Hold |
9,230
| – | – | 0.22% | 66 |
|
|
2023
Q3 | $391K | Hold |
9,230
| – | – | 0.22% | 69 |
|
|
2023
Q2 | $473K | Hold |
9,230
| – | – | 0.26% | 60 |
|
|
2023
Q1 | $439K | Hold |
9,230
| – | – | 0.21% | 64 |
|
|
2022
Q4 | $394K | Hold |
9,230
| – | – | 0.24% | 72 |
|
|
2022
Q3 | $339K | Hold |
9,230
| – | – | 0.2% | 76 |
|
|
2022
Q2 | $378K | Hold |
9,230
| – | – | 0.2% | 67 |
|
|
2022
Q1 | $408K | Buy |
9,230
+2,100
| +29% | +$92.8K | 0.2% | 74 |
|
|
2021
Q4 | $371K | Buy |
+7,130
| New | +$371K | 0.22% | 66 |
|