Sutton 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 |
-450
| Closed | -$19.2K | – | 1131 |
|
|
2022
Q4 | $19.2K | Sell |
450
-120
| -21% | -$5.12K | 0.01% | 708 |
|
|
2022
Q3 | $20.9K | Buy |
570
+133
| +30% | +$4.88K | 0.01% | 648 |
|
|
2022
Q2 | $17.9K | Sell |
437
-127
| -23% | -$5.2K | 0.01% | 716 |
|
|
2022
Q1 | $24.9K | Buy |
564
+4
| +0.7% | +$177 | 0.01% | 639 |
|
|
2021
Q4 | $29.1K | Buy |
560
+124
| +28% | +$6.45K | 0.01% | 593 |
|
|
2021
Q3 | $18.6K | Sell |
436
-86
| -16% | -$3.67K | 0.01% | 714 |
|
|
2021
Q2 | $23K | Sell |
522
-66
| -11% | -$2.91K | 0.01% | 662 |
|
|
2021
Q1 | $28.1K | Buy |
588
+303
| +106% | +$14.5K | 0.01% | 576 |
|
|
2020
Q4 | $11.3K | Buy |
285
+56
| +24% | +$2.23K | ﹤0.01% | 777 |
|
|
2020
Q3 | $6.49K | Buy |
229
+20
| +10% | +$567 | ﹤0.01% | 850 |
|
|
2020
Q2 | $5.66K | Sell |
209
-25
| -11% | -$677 | ﹤0.01% | 839 |
|
|
2020
Q1 | $4.47K | Sell |
234
-1,088
| -82% | -$20.8K | ﹤0.01% | 843 |
|
|
2019
Q4 | $44K | Hold |
1,322
| – | – | 0.02% | 338 |
|
|
2019
Q3 | $40.8K | Hold |
1,322
| – | – | 0.02% | 355 |
|
|
2019
Q2 | $52.3K | Hold |
1,322
| – | – | 0.03% | 289 |
|
|
2019
Q1 | $54.9K | Hold |
1,322
| – | – | 0.03% | 276 |
|
|
2018
Q4 | $50.1K | Hold |
1,322
| – | – | 0.03% | 272 |
|
|
2018
Q3 | $69.1K | Hold |
1,322
| – | – | 0.05% | 237 |
|
|
2018
Q2 | $62.3K | Hold |
1,322
| – | – | 0.04% | 243 |
|
|
2018
Q1 | $60.7K | Hold |
1,322
| – | – | 0.04% | 240 |
|
|
2017
Q4 | $59.1K | Hold |
1,322
| – | – | 0.04% | 246 |
|
|
2017
Q3 | $51.4K | Hold |
1,322
| – | – | 0.04% | 266 |
|
|
2017
Q2 | $47.7K | Hold |
1,322
| – | – | 0.04% | 271 |
|
|
2017
Q1 | $47.4K | Hold |
1,322
| – | – | 0.04% | 274 |
|
|
2016
Q4 | $50.7K | Hold |
1,322
| – | – | 0.05% | 265 |
|
|
2016
Q3 | $41.8K | Hold |
1,322
| – | – | 0.04% | 286 |
|
|
2016
Q2 | $39.7K | Hold |
1,322
| – | – | 0.04% | 281 |
|
|
2016
Q1 | $39.6K | Buy |
+1,322
| New | +$39.6K | 0.04% | 282 |
|