J.P. Morgan Private Wealth Advisors’s Hillman Solutions HLMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $685K | Sell |
83,056
-5,034
| -6% | -$41.5K | ﹤0.01% | 1115 |
|
2023
Q2 | $794K | Sell |
88,090
-41,188
| -32% | -$371K | ﹤0.01% | 849 |
|
2023
Q1 | $1.09M | Buy |
129,278
+57,191
| +79% | +$482K | ﹤0.01% | 1126 |
|
2022
Q4 | $520K | Buy |
72,087
+13,129
| +22% | +$94.7K | ﹤0.01% | 1461 |
|
2022
Q3 | $445K | Sell |
58,958
-12,019
| -17% | -$90.7K | ﹤0.01% | 1510 |
|
2022
Q2 | $613K | Buy |
+70,977
| New | +$613K | ﹤0.01% | 1373 |
|