Atria Investments’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
20,534
-28,146
| -58% | -$423K | ﹤0.01% | 1697 |
|
|
2025
Q1 | $491K | Sell |
48,680
-5,236
| -10% | -$52.8K | 0.01% | 1367 |
|
|
2024
Q4 | $626K | Buy |
53,916
+5,401
| +11% | +$62.7K | 0.01% | 1214 |
|
|
2024
Q3 | $542K | Sell |
48,515
-10,070
| -17% | -$112K | 0.01% | 1279 |
|
|
2024
Q2 | $620K | Buy |
+58,585
| New | +$620K | 0.01% | 1198 |
|
|
2019
Q1 | – | Sell |
-8,088
| Closed | -$325K | – | 978 |
|
|
2018
Q4 | $325K | Sell |
8,088
-193
| -2% | -$7.76K | 0.01% | 631 |
|
|
2018
Q3 | $336K | Buy |
+8,281
| New | +$336K | 0.01% | 733 |
|
|
2017
Q4 | – | Sell |
-4,010
| Closed | -$216K | – | 842 |
|
|
2017
Q3 | $216K | Sell |
4,010
-1,622
| -29% | -$87.4K | 0.01% | 722 |
|
|
2017
Q2 | $264K | Buy |
5,632
+455
| +9% | +$21.3K | 0.02% | 607 |
|
|
2017
Q1 | $223K | Buy |
+5,177
| New | +$223K | 0.01% | 622 |
|