Wealthstreet Investment Advisors’s Hilltop Holdings HTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,330
| Closed | -$455K | – | 195 |
|
|
2021
Q1 | $455K | Sell |
13,330
-500
| -4% | -$17.1K | 0.04% | 257 |
|
|
2020
Q4 | $380K | Hold |
13,830
| – | – | 0.04% | 271 |
|
|
2020
Q3 | $285K | Hold |
13,830
| – | – | 0.03% | 283 |
|
|
2020
Q2 | $255K | Hold |
13,830
| – | – | 0.03% | 291 |
|
|
2020
Q1 | $209K | Hold |
13,830
| – | – | 0.03% | 278 |
|
|
2019
Q4 | $345K | Hold |
13,830
| – | – | 0.04% | 272 |
|
|
2019
Q3 | $335K | Sell |
13,830
-200
| -1% | -$4.85K | 0.04% | 263 |
|
|
2019
Q2 | $298K | Hold |
14,030
| – | – | 0.04% | 281 |
|
|
2019
Q1 | $256K | Hold |
14,030
| – | – | 0.03% | 299 |
|
|
2018
Q4 | $261K | Hold |
14,030
| – | – | 0.04% | 280 |
|
|
2018
Q3 | $283K | Hold |
14,030
| – | – | 0.03% | 297 |
|
|
2018
Q2 | $310K | Hold |
14,030
| – | – | 0.04% | 284 |
|
|
2018
Q1 | $329K | Hold |
14,030
| – | – | 0.04% | 273 |
|
|
2017
Q4 | $355K | Buy |
+14,030
| New | +$355K | 0.04% | 267 |
|