J.P. Morgan Private Wealth Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,785
| Closed | -$207K | – | 1276 |
|
|
2017
Q1 | $207K | Sell |
5,785
-1,220
| -17% | -$43.7K | ﹤0.01% | 1229 |
|
|
2016
Q4 | $269K | Sell |
7,005
-84
| -1% | -$3.23K | ﹤0.01% | 1049 |
|
|
2016
Q3 | $225K | Sell |
7,089
-497
| -7% | -$15.8K | ﹤0.01% | 1096 |
|
|
2016
Q2 | $228K | Buy |
7,586
+471
| +7% | +$14.2K | ﹤0.01% | 1106 |
|
|
2016
Q1 | $214K | Buy |
+7,115
| New | +$214K | ﹤0.01% | 1054 |
|
|
2015
Q4 | – | Sell |
-8,755
| Closed | -$228K | – | 1182 |
|
|
2015
Q3 | $228K | Sell |
8,755
-195
| -2% | -$5.08K | ﹤0.01% | 895 |
|
|
2015
Q2 | $275K | Buy |
8,950
+145
| +2% | +$4.46K | ﹤0.01% | 877 |
|
|
2015
Q1 | $272K | Sell |
8,805
-4,120
| -32% | -$127K | ﹤0.01% | 927 |
|
|
2014
Q4 | $446K | Hold |
12,925
| – | – | 0.01% | 752 |
|
|
2014
Q3 | $399K | Buy |
12,925
+75
| +0.6% | +$2.32K | 0.01% | 762 |
|
|
2014
Q2 | $419K | Sell |
12,850
-1,710
| -12% | -$55.8K | 0.01% | 617 |
|
|
2014
Q1 | $471K | Buy |
+14,560
| New | +$471K | 0.01% | 581 |
|