Pathstone Family Office’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 |
-6,407
| Closed | -$278K | – | 1333 |
|
|
2022
Q4 | $278K | Buy |
6,407
+230
| +4% | +$9.99K | ﹤0.01% | 1271 |
|
|
2022
Q3 | $227K | Buy |
+6,177
| New | +$227K | ﹤0.01% | 1297 |
|
|
2020
Q1 | – | Sell |
-8,803
| Closed | -$2.93M | – | 787 |
|
|
2019
Q4 | $2.93M | Hold |
8,803
| – | – | 0.03% | 128 |
|
|
2019
Q3 | $272K | Hold |
8,803
| – | – | 0.04% | 121 |
|
|
2019
Q2 | $348K | Sell |
8,803
-62
| -0.7% | -$2.45K | 0.04% | 151 |
|
|
2019
Q1 | $369K | Buy |
+8,865
| New | +$369K | 0.05% | 132 |
|