Capital Planning Advisors’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,870
| Closed | -$144K | – | 126 |
|
|
2022
Q3 | $144K | Sell |
14,870
-629
| -4% | -$6.09K | 0.04% | 120 |
|
|
2022
Q2 | $225K | Buy |
15,499
+629
| +4% | +$9.13K | 0.06% | 119 |
|
|
2022
Q1 | $389K | Hold |
14,870
| – | – | 0.08% | 116 |
|
|
2021
Q4 | $589K | Hold |
14,870
| – | – | 0.11% | 105 |
|
|
2021
Q3 | $744K | Hold |
14,870
| – | – | 0.15% | 92 |
|
|
2021
Q2 | $825K | Hold |
14,870
| – | – | 0.17% | 89 |
|
|
2021
Q1 | $695K | Hold |
14,870
| – | – | 0.16% | 90 |
|
|
2020
Q4 | $647K | Buy |
+14,870
| New | +$647K | 0.16% | 89 |
|