HWAM
Hennion & Walsh Asset Management’s Hillenbrand HI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,895
| Closed | -$246K | – | 869 |
|
|
2024
Q1 | $246K | Buy |
4,895
+106
| +2% | +$5.33K | 0.01% | 749 |
|
|
2023
Q4 | $229K | Buy |
+4,789
| New | +$229K | 0.01% | 749 |
|
|
2023
Q3 | – | Sell |
-6,917
| Closed | -$355K | – | 821 |
|
|
2023
Q2 | $355K | Buy |
6,917
+829
| +14% | +$42.5K | 0.02% | 607 |
|
|
2023
Q1 | $289K | Sell |
6,088
-15
| -0.2% | -$712 | 0.02% | 646 |
|
|
2022
Q4 | $260K | Sell |
6,103
-58
| -0.9% | -$2.47K | 0.02% | 675 |
|
|
2022
Q3 | $226K | Sell |
6,161
-21
| -0.3% | -$770 | 0.01% | 694 |
|
|
2022
Q2 | $253K | Sell |
6,182
-19
| -0.3% | -$778 | 0.02% | 671 |
|
|
2022
Q1 | $274K | Buy |
6,201
+329
| +6% | +$14.5K | 0.01% | 678 |
|
|
2021
Q4 | $305K | Buy |
+5,872
| New | +$305K | 0.02% | 646 |
|