Sheets Smith Wealth Management’s Heritage-Crystal Clean, Inc. HCCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,554
| Closed | -$286K | – | 351 |
|
|
2020
Q4 | $286K | Buy |
13,554
+325
| +2% | +$6.86K | 0.04% | 282 |
|
|
2020
Q3 | $177K | Hold |
13,229
| – | – | 0.03% | 286 |
|
|
2020
Q2 | $231K | Hold |
13,229
| – | – | 0.05% | 226 |
|
|
2020
Q1 | $215K | Buy |
13,229
+683
| +5% | +$11.1K | 0.05% | 245 |
|
|
2019
Q4 | $394K | Sell |
12,546
-517
| -4% | -$16.2K | 0.08% | 235 |
|
|
2019
Q3 | $346K | Sell |
13,063
-78
| -0.6% | -$2.07K | 0.07% | 231 |
|
|
2019
Q2 | $346K | Hold |
13,141
| – | – | 0.07% | 253 |
|
|
2019
Q1 | $361K | Sell |
13,141
-85
| -0.6% | -$2.34K | 0.08% | 245 |
|
|
2018
Q4 | $304K | Sell |
13,226
-405
| -3% | -$9.31K | 0.08% | 225 |
|
|
2018
Q3 | $291K | Buy |
13,631
+163
| +1% | +$3.48K | 0.06% | 294 |
|
|
2018
Q2 | $271K | Buy |
13,468
+1,715
| +15% | +$34.5K | 0.06% | 276 |
|
|
2018
Q1 | $277K | Buy |
+11,753
| New | +$277K | 0.07% | 268 |
|