YorkBridge Wealth Partners’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-67
| Closed | -$3K | – | 790 |
|
|
2018
Q2 | $3K | Sell |
67
-12
| -15% | -$537 | ﹤0.01% | 730 |
|
|
2018
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 694 |
|
|
2017
Q4 | $3K | Buy |
79
+17
| +27% | +$646 | ﹤0.01% | 750 |
|
|
2017
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 779 |
|
|
2017
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 774 |
|
|
2017
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 760 |
|
|
2016
Q4 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 751 |
|