Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$360K Buy
4,447
+222
+5% +$18.7K ﹤0.01% 1282
2025
Q4
$312K Buy
+4,225
New +$299K ﹤0.01% 1380
2025
Q2
Sell
-3,682
Closed -$202K 1589
2025
Q1
$202K Sell
3,682
-1,518
-29% -$94.9K ﹤0.01% 1419
2024
Q4
$325K Buy
5,200
+283
+6% +$17.5K ﹤0.01% 1350
2024
Q3
$304K Buy
4,917
+4
+0.1% +$251 ﹤0.01% 1365
2024
Q2
$306K Sell
4,913
-225
-4% -$15.1K ﹤0.01% 1305
2024
Q1
$374K Sell
5,138
-1,669
-25% -$120K ﹤0.01% 1236
2023
Q4
$502K Sell
6,807
-753
-10% -$50.9K ﹤0.01% 1127
2023
Q3
$493K Sell
7,560
-3,540
-32% -$252K ﹤0.01% 1090
2023
Q2
$844K Sell
11,100
-2,781
-20% -$198K ﹤0.01% 929
2023
Q1
$947K Buy
13,881
+896
+7% +$60.8K ﹤0.01% 882
2022
Q4
$764K Sell
12,985
-1,694
-12% -$97K ﹤0.01% 950
2022
Q3
$758K Sell
14,679
-2,005
-12% -$117K ﹤0.01% 923
2022
Q2
$278K Buy
16,684
+12,077
+262% +$662K ﹤0.01% 1218
2022
Q1
$274K Buy
4,607
+31
+0.7% +$1.71K ﹤0.01% 1241
2021
Q4
$237K Sell
4,576
-91
-2% -$5.15K ﹤0.01% 1369
2021
Q3
$277K Sell
4,667
-168
-3% -$9.69K ﹤0.01% 1272
2021
Q2
$301K Buy
4,835
+824
+21% +$47.5K ﹤0.01% 1261
2021
Q1
$224K Sell
4,011
-297
-7% -$15.7K ﹤0.01% 1363
2020
Q4
$208K Sell
4,308
-3,451
-44% -$150K ﹤0.01% 1502
2020
Q3
$261K Sell
7,759
-803
-9% -$32.4K ﹤0.01% 1304
2020
Q2
$387K Sell
8,562
-3,359
-28% -$120K ﹤0.01% 1069
2020
Q1
$442K Buy
11,921
+1,571
+15% +$101K ﹤0.01% 955
2019
Q4
$759K Buy
10,350
+343
+3% +$26.3K ﹤0.01% 708
2019
Q3
$822K Sell
10,007
-462
-4% -$37.7K ﹤0.01% 787
2019
Q2
$847K Sell
10,469
-1,158
-10% -$84.2K ﹤0.01% 785
2019
Q1
$804K Sell
11,627
-1,625
-12% -$109K ﹤0.01% 797
2018
Q4
$759K Sell
13,252
-3,581
-21% -$216K ﹤0.01% 764
2018
Q3
$1.13M Buy
16,833
+5,098
+43% +$345K 0.01% 733
2018
Q2
$779K Buy
11,735
+238
+2% +$16.2K ﹤0.01% 853
2018
Q1
$742K Buy
11,497
+2,111
+22% +$139K ﹤0.01% 861
2017
Q4
$580K Buy
9,386
+121
+1% +$7.36K ﹤0.01% 947
2017
Q3
$532K Sell
9,265
-575
-6% -$31K ﹤0.01% 956
2017
Q2
$519K Buy
9,840
+731
+8% +$37.8K ﹤0.01% 956
2017
Q1
$497K Sell
9,109
-239
-3% -$12.6K ﹤0.01% 997
2016
Q4
$480K Buy
9,348
+606
+7% +$29.1K ﹤0.01% 1075
2016
Q3
$386K Sell
8,742
-1,350
-13% -$59.1K ﹤0.01% 1159
2016
Q2
$421K Buy
10,092
+243
+2% +$10.6K ﹤0.01% 1101
2016
Q1
$430K Sell
9,849
-625
-6% -$26.3K ﹤0.01% 1114
2015
Q4
$486K Sell
10,474
-298
-3% -$13.8K ﹤0.01% 1076
2015
Q3
$482K Sell
10,772
-9,860
-48% -$487K ﹤0.01% 1078
2015
Q2
$1.03M Sell
20,632
-4,876
-19% -$245K 0.01% 888
2015
Q1
$1.31M Sell
25,508
-892
-3% -$40.9K 0.01% 764
2014
Q4
$1.09M Sell
26,400
-4,527
-15% -$187K 0.01% 816
2014
Q3
$1.23M Buy
+30,927
New +$1.22M 0.01% 801
2014
Q2
Sell
-82
Closed -$4K 1111
2014
Q1
$4K Buy
+82
New +$3.58K ﹤0.01% 1022

Other funds holding HXL