Ritholtz Wealth Management’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,852
| Closed | -$248K | – | 774 |
|
|
2023
Q3 | $248K | Sell |
5,852
-270
| -4% | -$11.4K | 0.01% | 590 |
|
|
2023
Q2 | $314K | Sell |
6,122
-389
| -6% | -$19.9K | 0.01% | 530 |
|
|
2023
Q1 | $309K | Sell |
6,511
-3,485
| -35% | -$166K | 0.02% | 514 |
|
|
2022
Q4 | $427K | Buy |
9,996
+1,194
| +14% | +$50.9K | 0.02% | 394 |
|
|
2022
Q3 | $323K | Sell |
8,802
-6,497
| -42% | -$238K | 0.02% | 523 |
|
|
2022
Q2 | $627K | Buy |
15,299
+2,969
| +24% | +$122K | 0.04% | 264 |
|
|
2022
Q1 | $545K | Buy |
12,330
+7,188
| +140% | +$318K | 0.04% | 288 |
|
|
2021
Q4 | $267K | Buy |
+5,142
| New | +$267K | 0.02% | 430 |
|