Baker Boyer National Bank’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,607
| Closed | -$308K | – | 84 |
|
|
2023
Q2 | $308K | Hold |
24,607
| – | – | 0.11% | 72 |
|
|
2023
Q1 | $287K | Hold |
24,607
| – | – | 0.11% | 70 |
|
|
2022
Q4 | $262K | Hold |
24,607
| – | – | 0.11% | 70 |
|
|
2022
Q3 | $239K | Buy |
24,607
+10,226
| +71% | +$99.3K | 0.11% | 72 |
|
|
2022
Q2 | $208K | Sell |
14,381
-30,230
| -68% | -$437K | 0.11% | 78 |
|
|
2022
Q1 | $1.17M | Hold |
44,611
| – | – | 0.56% | 25 |
|
|
2021
Q4 | $1.77M | Buy |
+44,611
| New | +$1.77M | 0.81% | 22 |
|
|
2021
Q2 | $208K | Buy |
+14,381
| New | +$208K | 0.11% | 78 |
|