IFP Advisors’s Hamilton Beach Brands HBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4634 |
|
|
2025
Q1 | – | Sell |
-250
| Closed | -$4.21K | – | 4486 |
|
|
2024
Q4 | $4.21K | Hold |
250
| – | – | ﹤0.01% | 2853 |
|
|
2024
Q3 | $7.61K | Buy |
+250
| New | +$7.61K | ﹤0.01% | 2527 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3868 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3607 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3516 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3393 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3271 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3142 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3115 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$1K | – | 3160 |
|
|
2019
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2848 |
|