CAPTRUST Financial Advisors
PHLT

CAPTRUST Financial Advisors’s Performant Healthcare Inc PHLT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$235K Buy
2023
Q3 		$170K Buy
2023
Q2 		$203K Hold
2023
Q1 		$255K Hold
2022
Q4 		$271K Buy