Clearstead Advisors’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $746 | Sell |
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|
2025
Q3 | $7.47K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $44.8K | Hold |
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|
2023
Q1 | $41.6K | Hold |
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|
2022
Q4 | $36K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $52K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $29K | Buy |
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