Creative Planning’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,156
| Closed | -$112K | – | 3645 |
|
|
2025
Q1 | $112K | Buy |
+11,156
| New | +$112K | ﹤0.01% | 3214 |
|
|
2017
Q3 | – | Sell |
-1,544
| Closed | -$72K | – | 2603 |
|
|
2017
Q2 | $72K | Buy |
1,544
+108
| +8% | +$5.04K | ﹤0.01% | 2204 |
|
|
2017
Q1 | $62K | Buy |
1,436
+327
| +29% | +$14.1K | ﹤0.01% | 2297 |
|
|
2016
Q4 | $43K | Buy |
1,109
+215
| +24% | +$8.34K | ﹤0.01% | 2493 |
|
|
2016
Q3 | $35K | Buy |
894
+395
| +79% | +$15.5K | ﹤0.01% | 2612 |
|
|
2016
Q2 | $21K | Buy |
499
+76
| +18% | +$3.2K | ﹤0.01% | 2732 |
|
|
2016
Q1 | $16K | Buy |
423
+1
| +0.2% | +$38 | ﹤0.01% | 2894 |
|
|
2015
Q4 | $15K | Buy |
422
+56
| +15% | +$1.99K | ﹤0.01% | 2999 |
|
|
2015
Q3 | $12K | Buy |
+366
| New | +$12K | ﹤0.01% | 3046 |
|
|
2015
Q2 | – | Sell |
-364
| Closed | -$12K | – | 1800 |
|
|
2015
Q1 | $12K | Sell |
364
-18
| -5% | -$593 | ﹤0.01% | 3039 |
|
|
2014
Q4 | $12K | Buy |
382
+1
| +0.3% | +$31 | ﹤0.01% | 2965 |
|
|
2014
Q3 | $11K | Sell |
381
-506
| -57% | -$14.6K | ﹤0.01% | 2850 |
|
|
2014
Q2 | $26K | Buy |
887
+508
| +134% | +$14.9K | ﹤0.01% | 2303 |
|
|
2014
Q1 | $11K | Buy |
379
+20
| +6% | +$580 | ﹤0.01% | 2663 |
|
|
2013
Q4 | $10K | Buy |
359
+1
| +0.3% | +$28 | ﹤0.01% | 2562 |
|
|
2013
Q3 | $9K | Buy |
358
+1
| +0.3% | +$25 | ﹤0.01% | 2502 |
|
|
2013
Q2 | $9K | Buy |
+357
| New | +$9K | ﹤0.01% | 2317 |
|