CAPTRUST Financial Advisors’s Performant Healthcare, Inc. Common Stock PHLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-75,069
| Closed | -$235K | – | 2694 |
|
|
2023
Q4 | $235K | Buy |
75,069
+65
| +0.1% | +$203 | ﹤0.01% | 2283 |
|
|
2023
Q3 | $170K | Buy |
75,004
+4
| +0% | +$9 | ﹤0.01% | 2334 |
|
|
2023
Q2 | $203K | Hold |
75,000
| – | – | ﹤0.01% | 2259 |
|
|
2023
Q1 | $255K | Hold |
75,000
| – | – | ﹤0.01% | 1871 |
|
|
2022
Q4 | $271K | Buy |
+75,000
| New | +$271K | ﹤0.01% | 1740 |
|