Measured Wealth Private Client Group’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,080
| Closed | -$290K | – | 163 |
|
|
2022
Q2 | $290K | Buy |
7,080
+630
| +10% | +$25.8K | 0.13% | 123 |
|
|
2022
Q1 | $285K | Buy |
6,450
+428
| +7% | +$18.9K | 0.1% | 121 |
|
|
2021
Q4 | $313K | Sell |
6,022
-1,510
| -20% | -$78.5K | 0.11% | 112 |
|
|
2021
Q3 | $321K | Sell |
7,532
-1,295
| -15% | -$55.2K | 0.12% | 113 |
|
|
2021
Q2 | $389K | Buy |
8,827
+1,203
| +16% | +$53K | 0.12% | 107 |
|
|
2021
Q1 | $364K | Sell |
7,624
-2,198
| -22% | -$105K | 0.13% | 97 |
|
|
2020
Q4 | $391K | Buy |
+9,822
| New | +$391K | 0.16% | 73 |
|
|
2019
Q3 | – | Sell |
-6,985
| Closed | -$276K | – | 166 |
|
|
2019
Q2 | $276K | Sell |
6,985
-600
| -8% | -$23.7K | 0.16% | 145 |
|
|
2019
Q1 | $315K | Buy |
+7,585
| New | +$315K | 0.19% | 119 |
|
|
2018
Q4 | – | Sell |
-7,060
| Closed | -$368K | – | 360 |
|
|
2018
Q3 | $368K | Buy |
7,060
+160
| +2% | +$8.34K | 0.22% | 80 |
|
|
2018
Q2 | $325K | Buy |
+6,900
| New | +$325K | 0.26% | 85 |
|