HIM
Hillsdale Investment Management’s Financial Institutions FISI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,000
| Closed | -$136K | – | 630 |
|
|
2024
Q4 | $136K | Sell |
5,000
-4,500
| -47% | -$123K | 0.01% | 428 |
|
|
2024
Q3 | $242K | Buy |
+9,500
| New | +$242K | 0.02% | 388 |
|
|
2020
Q2 | – | Sell |
-93,239
| Closed | -$1.69M | – | 608 |
|
|
2020
Q1 | $1.69M | Hold |
93,239
| – | – | 0.2% | 144 |
|
|
2019
Q4 | $2.99M | Buy |
93,239
+13,300
| +17% | +$427K | 0.26% | 131 |
|
|
2019
Q3 | $2.41M | Buy |
79,939
+10,500
| +15% | +$317K | 0.21% | 134 |
|
|
2019
Q2 | $2.03M | Buy |
69,439
+8,600
| +14% | +$251K | 0.2% | 117 |
|
|
2019
Q1 | $1.65M | Buy |
60,839
+59,239
| +3,702% | +$1.61M | 0.15% | 138 |
|
|
2018
Q4 | $41K | Buy |
+1,600
| New | +$41K | ﹤0.01% | 424 |
|