Transform Wealth’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-82,600
| Closed | -$4.32M | – | 187 |
|
|
2018
Q3 | $4.32M | Sell |
82,600
-13,400
| -14% | -$701K | 0.75% | 54 |
|
|
2018
Q2 | $4.53M | Buy |
96,000
+4,600
| +5% | +$217K | 0.82% | 42 |
|
|
2018
Q1 | $4.2M | Buy |
91,400
+29,800
| +48% | +$1.37M | 0.8% | 41 |
|
|
2017
Q4 | $2.75M | Buy |
+61,600
| New | +$2.75M | 0.51% | 66 |
|