Sweet Financial Partners’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $211K | Buy |
7,603
+1
| +0% | +$28 | 0.05% | 186 |
|
|
2024
Q2 | $304K | Buy |
7,602
+1
| +0% | +$40 | 0.07% | 160 |
|
|
2024
Q1 | $382K | Hold |
7,601
| – | – | 0.09% | 141 |
|
|
2023
Q4 | $364K | Buy |
7,601
+2,501
| +49% | +$120K | 0.09% | 139 |
|
|
2023
Q3 | $216K | Hold |
5,100
| – | – | 0.06% | 163 |
|
|
2023
Q2 | $262K | Hold |
5,100
| – | – | 0.07% | 150 |
|
|
2023
Q1 | $242K | Hold |
5,100
| – | – | 0.07% | 158 |
|
|
2022
Q4 | $218K | Buy |
+5,100
| New | +$218K | 0.06% | 159 |
|
|
2022
Q3 | – | Sell |
-5,100
| Closed | -$209K | – | 172 |
|
|
2022
Q2 | $209K | Hold |
5,100
| – | – | 0.07% | 160 |
|
|
2022
Q1 | $225K | Buy |
5,100
+100
| +2% | +$4.41K | 0.06% | 157 |
|
|
2021
Q4 | $260K | Buy |
+5,000
| New | +$260K | 0.11% | 122 |
|