EverSource Wealth Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.9K | Buy |
692
+125
| +22% | +$2.51K | ﹤0.01% | 2572 |
|
2025
Q1 | $13.7K | Buy |
567
+189
| +50% | +$4.57K | ﹤0.01% | 1920 |
|
2024
Q4 | $11.6K | Buy |
378
+244
| +182% | +$7.52K | ﹤0.01% | 1908 |
|
2024
Q3 | $3.71K | Sell |
134
-5
| -4% | -$138 | ﹤0.01% | 2344 |
|
2024
Q2 | $6.13K | Sell |
139
-78
| -36% | -$3.44K | ﹤0.01% | 2135 |
|
2024
Q1 | $10.4K | Buy |
217
+17
| +9% | +$811 | ﹤0.01% | 1673 |
|
2023
Q4 | $9.55K | Buy |
200
+75
| +60% | +$3.58K | ﹤0.01% | 1571 |
|
2023
Q3 | $5.29K | Sell |
125
-22
| -15% | -$932 | ﹤0.01% | 1685 |
|
2023
Q2 | $7.52K | Buy |
147
+1
| +0.7% | +$51 | ﹤0.01% | 1566 |
|
2023
Q1 | $6.95K | Hold |
146
| – | – | ﹤0.01% | 1521 |
|
2022
Q4 | $6.21K | Sell |
146
-69
| -32% | -$2.94K | ﹤0.01% | 1520 |
|
2022
Q3 | $8K | Sell |
215
-588
| -73% | -$21.9K | ﹤0.01% | 1196 |
|
2022
Q2 | $33K | Buy |
803
+350
| +77% | +$14.4K | 0.01% | 700 |
|
2022
Q1 | $20K | Hold |
453
| – | – | 0.01% | 697 |
|
2021
Q4 | $23K | Buy |
+453
| New | +$23K | 0.01% | 629 |
|