Hillsdale Investment Management’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-20,250
| Closed | -$932K | – | 645 |
|
2023
Q1 | $932K | Hold |
20,250
| – | – | 0.08% | 182 |
|
2022
Q4 | $858K | Buy |
20,250
+675
| +3% | +$28.6K | 0.07% | 182 |
|
2022
Q3 | $722K | Buy |
+19,575
| New | +$722K | 0.07% | 230 |
|
2015
Q4 | – | Sell |
-18,450
| Closed | -$202K | – | 583 |
|
2015
Q3 | $202K | Sell |
18,450
-1,125
| -6% | -$12.3K | 0.07% | 301 |
|
2015
Q2 | $289K | Sell |
19,575
-3,825
| -16% | -$56.5K | 0.09% | 268 |
|
2015
Q1 | $309K | Buy |
+23,400
| New | +$309K | 0.08% | 283 |
|