Creative Planning’s HMS Holdings Corp. HMSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q2 | $259K | Hold |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $280K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $154K | Hold |
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|
2017
Q1 | $169K | Sell |
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|
2016
Q4 | $171K | Buy |
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|
2016
Q3 | $192K | Buy |
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|
2016
Q2 | $141K | Buy |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Hold |
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|
2015
Q3 | $0 | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $12K | Buy |
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