Lido Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,751
| Closed | -$230K | – | 1295 |
|
2024
Q2 | $230K | Sell |
5,751
-418
| -7% | -$16.7K | ﹤0.01% | 1106 |
|
2024
Q1 | $310K | Buy |
6,169
+616
| +11% | +$31K | ﹤0.01% | 983 |
|
2023
Q4 | $266K | Buy |
5,553
+705
| +15% | +$33.7K | ﹤0.01% | 980 |
|
2023
Q3 | $205K | Buy |
+4,848
| New | +$205K | ﹤0.01% | 958 |
|
2022
Q3 | – | Sell |
-7,782
| Closed | -$318K | – | 872 |
|
2022
Q2 | $318K | Buy |
+7,782
| New | +$318K | ﹤0.01% | 627 |
|