Arete Wealth Advisors’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-811
| Closed | -$246K | – | 594 |
|
|
2023
Q2 | $246K | Sell |
811
-1,079
| -57% | -$327K | 0.02% | 545 |
|
|
2023
Q1 | $498K | Buy |
1,890
+601
| +47% | +$158K | 0.04% | 344 |
|
|
2022
Q4 | $309M | Buy |
1,289
+25
| +2% | +$6M | 0.03% | 451 |
|
|
2022
Q3 | $232K | Buy |
1,264
+24
| +2% | +$4.41K | 0.02% | 484 |
|
|
2022
Q2 | $208K | Hold |
1,240
| – | – | 0.02% | 423 |
|
|
2022
Q1 | $311K | Hold |
1,240
| – | – | 0.03% | 369 |
|
|
2021
Q4 | $315K | Hold |
1,240
| – | – | 0.03% | 375 |
|
|
2021
Q3 | $301K | Hold |
1,240
| – | – | 0.03% | 327 |
|
|
2021
Q2 | $236K | Buy |
+1,240
| New | +$236K | 0.03% | 304 |
|