JFS Wealth Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$25 | – | 1916 |
|
|
2025
Q1 | $25 | Hold |
1
| – | – | ﹤0.01% | 1917 |
|
|
2024
Q4 | $31 | Sell |
1
-32
| -97% | -$992 | ﹤0.01% | 1920 |
|
|
2024
Q3 | $918 | Sell |
33
-13
| -28% | -$362 | ﹤0.01% | 1713 |
|
|
2024
Q2 | $1.84K | Buy |
46
+9
| +24% | +$360 | ﹤0.01% | 1463 |
|
|
2024
Q1 | $1.86K | Hold |
37
| – | – | ﹤0.01% | 1472 |
|
|
2023
Q4 | $1.77K | Hold |
37
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q3 | $1.57K | Buy |
37
+14
| +61% | +$593 | ﹤0.01% | 1456 |
|
|
2023
Q2 | $1.18K | Hold |
23
| – | – | ﹤0.01% | 1555 |
|
|
2023
Q1 | $1.09K | Sell |
23
-2
| -8% | -$95 | ﹤0.01% | 1554 |
|
|
2022
Q4 | $1.07K | Hold |
25
| – | – | ﹤0.01% | 1579 |
|
|
2022
Q3 | $1K | Buy |
25
+6
| +32% | +$240 | ﹤0.01% | 1560 |
|
|
2022
Q2 | $1K | Sell |
19
-18
| -49% | -$947 | ﹤0.01% | 1542 |
|
|
2022
Q1 | $2K | Buy |
37
+16
| +76% | +$865 | ﹤0.01% | 1422 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1389 |
|
|
2020
Q1 | – | Sell |
-403
| Closed | -$13K | – | 527 |
|
|
2019
Q4 | $13K | Hold |
403
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $12K | Hold |
403
| – | – | ﹤0.01% | 357 |
|
|
2019
Q2 | $16K | Sell |
403
-713
| -64% | -$28.3K | ﹤0.01% | 323 |
|
|
2019
Q1 | $46K | Sell |
1,116
-198
| -15% | -$8.16K | 0.01% | 231 |
|
|
2018
Q4 | $50K | Sell |
1,314
-2,382
| -64% | -$90.6K | 0.01% | 229 |
|
|
2018
Q3 | $193K | Sell |
3,696
-291
| -7% | -$15.2K | 0.05% | 142 |
|
|
2018
Q2 | $188K | Sell |
3,987
-210
| -5% | -$9.9K | 0.05% | 142 |
|
|
2018
Q1 | $193K | Sell |
4,197
-427
| -9% | -$19.6K | 0.05% | 142 |
|
|
2017
Q4 | $207K | Buy |
4,624
+1
| +0% | +$45 | 0.05% | 136 |
|
|
2017
Q3 | $180K | Sell |
4,623
-362
| -7% | -$14.1K | 0.05% | 137 |
|
|
2017
Q2 | $180K | Buy |
4,985
+3
| +0.1% | +$108 | 0.05% | 126 |
|
|
2017
Q1 | $191K | Hold |
4,982
| – | – | 0.05% | 128 |
|
|
2016
Q4 | $191K | Buy |
4,982
+1
| +0% | +$38 | 0.05% | 128 |
|
|
2016
Q3 | $158K | Sell |
4,981
-413
| -8% | -$13.1K | 0.05% | 145 |
|
|
2016
Q2 | $162K | Buy |
5,394
+1
| +0% | +$30 | 0.04% | 172 |
|
|
2016
Q1 | $162K | Sell |
5,393
-118
| -2% | -$3.55K | 0.05% | 146 |
|
|
2015
Q4 | $163K | Buy |
5,511
+2
| +0% | +$59 | 0.05% | 151 |
|
|
2015
Q3 | $143K | Buy |
5,509
+2
| +0% | +$52 | 0.06% | 130 |
|
|
2015
Q2 | $169K | Buy |
5,507
+3
| +0.1% | +$92 | 0.09% | 103 |
|
|
2015
Q1 | $170K | Buy |
5,504
+112
| +2% | +$3.46K | 0.08% | 98 |
|
|
2014
Q4 | $186K | Sell |
5,392
-458
| -8% | -$15.8K | 0.03% | 93 |
|
|
2014
Q3 | $181K | Sell |
5,850
-1,202
| -17% | -$37.2K | 0.03% | 86 |
|
|
2014
Q2 | $230K | Sell |
7,052
-4,284
| -38% | -$140K | 0.04% | 76 |
|
|
2014
Q1 | $366K | Sell |
11,336
-2,040
| -15% | -$66K | 0.2% | 68 |
|
|
2013
Q4 | $394K | Buy |
+13,376
| New | +$394K | 0.17% | 81 |
|