Windsor Wealth Management’s Heritage-Crystal Clean, Inc. HCCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.62M | Sell |
57,866
-2,000
| -3% | -$90.7K | 0.48% | 48 |
|
|
2023
Q2 | $2.26M | Hold |
59,866
| – | – | 0.41% | 50 |
|
|
2023
Q1 | $2.07M | Hold |
59,866
| – | – | 0.4% | 50 |
|
|
2022
Q4 | $1.99M | Hold |
59,866
| – | – | 0.41% | 48 |
|
|
2022
Q3 | $1.76M | Hold |
59,866
| – | – | 0.44% | 46 |
|
|
2022
Q2 | $1.59M | Sell |
59,866
-5,616
| -9% | -$149K | 0.41% | 41 |
|
|
2022
Q1 | $1.89M | Sell |
65,482
-33,947
| -34% | -$979K | 0.35% | 53 |
|
|
2021
Q4 | $3.24M | Hold |
99,429
| – | – | 0.59% | 37 |
|
|
2021
Q3 | $2.94M | Buy |
99,429
+13,225
| +15% | +$391K | 0.61% | 35 |
|
|
2021
Q2 | $2.56M | Hold |
86,204
| – | – | 0.55% | 37 |
|
|
2021
Q1 | $2.34M | Sell |
86,204
-8,412
| -9% | -$228K | 0.56% | 37 |
|
|
2020
Q4 | $1.99M | Sell |
94,616
-1,581
| -2% | -$33.3K | 0.51% | 41 |
|
|
2020
Q3 | $1.53M | Sell |
96,197
-4,786
| -5% | -$76.1K | 0.44% | 48 |
|
|
2020
Q2 | $1.76M | Buy |
100,983
+605
| +0.6% | +$10.6K | 0.56% | 42 |
|
|
2020
Q1 | $1.63M | Sell |
100,378
-2,314
| -2% | -$37.6K | 0.66% | 35 |
|
|
2019
Q4 | $3.22M | Sell |
102,692
-2,018
| -2% | -$63.3K | 1.19% | 18 |
|
|
2019
Q3 | $2.7M | Sell |
104,710
-5,580
| -5% | -$144K | 1.18% | 18 |
|
|
2019
Q2 | $2.9M | Buy |
110,290
+1,458
| +1% | +$38.3K | 1.27% | 13 |
|
|
2019
Q1 | $2.99M | Sell |
108,832
-2,606
| -2% | -$71.5K | 1.68% | 11 |
|
|
2018
Q4 | $2.56M | Sell |
111,438
-2,069
| -2% | -$47.6K | 1.75% | 7 |
|
|
2018
Q3 | $2.42M | Sell |
113,507
-2,456
| -2% | -$52.4K | 1.57% | 11 |
|
|
2018
Q2 | $2.33M | Sell |
115,963
-1,929
| -2% | -$38.8K | 1.82% | 11 |
|
|
2018
Q1 | $2.78M | Sell |
117,892
-3,493
| -3% | -$82.3K | 2.35% | 4 |
|
|
2017
Q4 | $2.64M | Buy |
+121,385
| New | +$2.64M | 2.27% | 6 |
|