Clearstead Advisors’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$44.8K | – | 1535 |
|
|
2023
Q2 | $44.8K | Hold |
3,000
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $41.6K | Hold |
3,000
| – | – | ﹤0.01% | 702 |
|
|
2022
Q4 | $36K | Hold |
3,000
| – | – | ﹤0.01% | 682 |
|
|
2022
Q3 | $36K | Hold |
3,000
| – | – | ﹤0.01% | 668 |
|
|
2022
Q2 | $52K | Buy |
+3,000
| New | +$52K | ﹤0.01% | 609 |
|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$34K | – | 1142 |
|
|
2020
Q4 | $34K | Hold |
1,200
| – | – | ﹤0.01% | 563 |
|
|
2020
Q3 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $29K | Hold |
1,200
| – | – | ﹤0.01% | 490 |
|
|
2020
Q1 | $29K | Buy |
+1,200
| New | +$29K | ﹤0.01% | 464 |
|