Hefty Wealth Partners’s Horizon Bancorp HBNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.09M | Sell |
54,539
-1,500
| -3% | -$30K | 0.7% | 44 |
|
|
2017
Q4 | $1.04M | Sell |
56,039
-1,008
| -2% | -$18.7K | 0.64% | 42 |
|
|
2017
Q3 | $1.11M | Buy |
57,047
+1,008
| +2% | +$19.6K | 0.73% | 44 |
|
|
2017
Q2 | $984K | Hold |
56,039
| – | – | 0.67% | 48 |
|
|
2017
Q1 | $979K | Sell |
56,039
-3,750
| -6% | -$65.5K | 0.71% | 55 |
|
|
2016
Q4 | $1.12M | Sell |
59,789
-2,619
| -4% | -$48.9K | 0.94% | 33 |
|
|
2016
Q3 | $814K | Sell |
62,408
-493
| -0.8% | -$6.43K | 0.62% | 58 |
|
|
2016
Q2 | $702K | Sell |
62,901
-5,771
| -8% | -$64.4K | 0.58% | 63 |
|
|
2016
Q1 | $754K | Buy |
68,672
+12,890
| +23% | +$142K | 0.71% | 56 |
|
|
2015
Q4 | $693K | Buy |
+55,782
| New | +$693K | 0.66% | 53 |
|