Newman & Schimel’s Hackett Group HCKT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-22,030
| Closed | -$418K | – | 45 |
|
2022
Q2 | $418K | Buy |
22,030
+611
| +3% | +$11.6K | 0.2% | 33 |
|
2022
Q1 | $494K | Hold |
21,419
| – | – | 0.32% | 29 |
|
2021
Q4 | $440K | Hold |
21,419
| – | – | 0.25% | 29 |
|
2021
Q3 | $420K | Sell |
21,419
-5,000
| -19% | -$98K | 0.26% | 31 |
|
2021
Q2 | $476K | Buy |
26,419
+1,137
| +4% | +$20.5K | 0.3% | 29 |
|
2021
Q1 | $414K | Sell |
25,282
-5,000
| -17% | -$81.9K | 0.28% | 32 |
|
2020
Q4 | $436K | Buy |
+30,282
| New | +$436K | 0.36% | 32 |
|