Windsor Wealth Management’s Horizon Bancorp HBNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-48,112
| Closed | -$816K | – | 187 |
|
|
2019
Q3 | $816K | Sell |
48,112
-17,000
| -26% | -$288K | 0.36% | 75 |
|
|
2019
Q2 | $1.07M | Sell |
65,112
-50
| -0.1% | -$825 | 0.47% | 57 |
|
|
2019
Q1 | $1.05M | Sell |
65,162
-6,648
| -9% | -$107K | 0.59% | 46 |
|
|
2018
Q4 | $1.13M | Hold |
71,810
| – | – | 0.78% | 30 |
|
|
2018
Q3 | $1.42M | Hold |
71,810
| – | – | 0.92% | 23 |
|
|
2018
Q2 | $1.49M | Buy |
+71,810
| New | +$1.49M | 1.16% | 18 |
|