One Wealth Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,655
| Closed | -$199K | – | 363 |
|
|
2022
Q4 | $199K | Buy |
+4,655
| New | +$199K | 0.05% | 193 |
|
|
2019
Q2 | – | Sell |
-4,418
| Closed | -$183K | – | 273 |
|
|
2019
Q1 | $183K | Buy |
+4,418
| New | +$183K | 0.15% | 123 |
|
|
2018
Q4 | – | Sell |
-9,408
| Closed | -$492K | – | 261 |
|
|
2018
Q3 | $492K | Sell |
9,408
-217
| -2% | -$11.3K | 0.38% | 35 |
|
|
2018
Q2 | $454K | Buy |
9,625
+4,005
| +71% | +$189K | 0.36% | 34 |
|
|
2018
Q1 | $258K | Buy |
5,620
+5,562
| +9,590% | +$255K | 0.23% | 86 |
|
|
2017
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 482 |
|