Brendel Financial Advisors’s Health Catalyst HCAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,831
Closed -$110K 74
2023
Q4
$110K Hold
11,831
0.07% 89
2023
Q3
$120K Sell
11,831
-50
-0.4% -$507 0.18% 41
2023
Q2
$149K Buy
+11,881
New +$149K 0.22% 41