Avior Wealth Management’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-761
| Closed | -$5.38K | – | 1425 |
|
|
2024
Q4 | $5.38K | Hold |
761
| – | – | ﹤0.01% | 1833 |
|
|
2024
Q3 | $6.19K | Hold |
761
| – | – | ﹤0.01% | 1703 |
|
|
2024
Q2 | $4.86K | Buy |
761
+444
| +140% | +$2.84K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $2.39K | Buy |
317
+128
| +68% | +$964 | ﹤0.01% | 2250 |
|
|
2023
Q4 | $1.75K | Sell |
189
-119
| -39% | -$1.1K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $3.12K | Hold |
308
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q2 | $3.85K | Hold |
308
| – | – | ﹤0.01% | 1251 |
|
|
2023
Q1 | $3.59K | Buy |
+308
| New | +$3.59K | ﹤0.01% | 1293 |
|
|
2021
Q3 | – | Sell |
-369
| Closed | -$20K | – | 1106 |
|
|
2021
Q2 | $20K | Hold |
369
| – | – | ﹤0.01% | 648 |
|
|
2021
Q1 | $17K | Hold |
369
| – | – | ﹤0.01% | 670 |
|
|
2020
Q4 | $16K | Buy |
+369
| New | +$16K | ﹤0.01% | 643 |
|