BAM
Bruderman Asset Management’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,969
| Closed | -$209K | – | 350 |
|
|
2017
Q4 | $209K | Buy |
3,969
+227
| +6% | +$12K | 0.05% | 118 |
|
|
2017
Q3 | $202K | Buy |
3,742
+115
| +3% | +$6.21K | 0.05% | 118 |
|
|
2017
Q2 | $170K | Buy |
+3,627
| New | +$170K | 0.05% | 118 |
|
|
2017
Q1 | – | Sell |
-4,692
| Closed | -$184K | – | 208 |
|
|
2016
Q4 | $184K | Buy |
4,692
+57
| +1% | +$2.24K | 0.06% | 117 |
|
|
2016
Q3 | $183K | Sell |
4,635
-72
| -2% | -$2.84K | 0.05% | 125 |
|
|
2016
Q2 | $195K | Sell |
4,707
-356
| -7% | -$14.7K | 0.06% | 123 |
|
|
2016
Q1 | $186K | Sell |
5,063
-175
| -3% | -$6.43K | 0.06% | 123 |
|
|
2015
Q4 | $183K | Buy |
5,238
+1,176
| +29% | +$41.1K | 0.07% | 126 |
|
|
2015
Q3 | $137K | Sell |
4,062
-154
| -4% | -$5.19K | 0.05% | 128 |
|
|
2015
Q2 | $139K | Buy |
4,216
+87
| +2% | +$2.87K | 0.05% | 132 |
|
|
2015
Q1 | $133K | Buy |
+4,129
| New | +$133K | 0.05% | 135 |
|