Wealthspire Advisors (Maryland)’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-753
| Closed | -$31K | – | 1133 |
|
|
2019
Q1 | $31K | Sell |
753
-100
| -12% | -$4.12K | ﹤0.01% | 1096 |
|
|
2018
Q4 | $32K | Sell |
853
-422
| -33% | -$15.8K | ﹤0.01% | 1025 |
|
|
2018
Q3 | $67K | Sell |
1,275
-881
| -41% | -$46.3K | 0.01% | 853 |
|
|
2018
Q2 | $102K | Sell |
2,156
-25
| -1% | -$1.18K | 0.01% | 697 |
|
|
2018
Q1 | $100K | Hold |
2,181
| – | – | 0.01% | 712 |
|
|
2017
Q4 | $97K | Sell |
2,181
-1,650
| -43% | -$73.4K | 0.01% | 725 |
|
|
2017
Q3 | $149K | Sell |
3,831
-243
| -6% | -$9.45K | 0.02% | 569 |
|
|
2017
Q2 | $147K | Hold |
4,074
| – | – | 0.02% | 552 |
|
|
2017
Q1 | $146K | Buy |
4,074
+37
| +0.9% | +$1.33K | 0.02% | 479 |
|
|
2016
Q4 | $155K | Buy |
4,037
+200
| +5% | +$7.68K | 0.02% | 440 |
|
|
2016
Q3 | $121K | Buy |
3,837
+82
| +2% | +$2.59K | 0.02% | 517 |
|
|
2016
Q2 | $113K | Buy |
3,755
+1,049
| +39% | +$31.6K | 0.02% | 507 |
|
|
2016
Q1 | $81K | Buy |
2,706
+39
| +1% | +$1.17K | 0.01% | 579 |
|
|
2015
Q4 | $79K | Buy |
+2,667
| New | +$79K | 0.01% | 590 |
|