Edgestream Partners’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
Q2 | – | Sell |
-47,280
| Closed | -$656K | – | 790 |
|
|
2023
Q1 | $656K | Buy |
47,280
+12,104
| +34% | +$168K | 0.07% | 359 |
|
|
2022
Q4 | $422K | Buy |
35,176
+17,973
| +104% | +$216K | 0.05% | 388 |
|
|
2022
Q3 | $208K | Buy |
+17,203
| New | +$208K | 0.02% | 425 |
|
|
2022
Q1 | – | Sell |
-135,126
| Closed | -$2.4M | – | 578 |
|
|
2021
Q4 | $2.4M | Sell |
135,126
-3,143
| -2% | -$55.9K | 0.15% | 201 |
|
|
2021
Q3 | $3.46M | Buy |
138,269
+106,425
| +334% | +$2.66M | 0.21% | 165 |
|
|
2021
Q2 | $1.01M | Buy |
+31,844
| New | +$1.01M | 0.06% | 292 |
|