EverSource Wealth Advisors’s Health Catalyst HCAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121 | Sell |
32
-59
| -65% | -$223 | ﹤0.01% | 4099 |
|
|
2025
Q1 | $412 | Buy |
91
+76
| +507% | +$344 | ﹤0.01% | 3522 |
|
|
2024
Q4 | $106 | Sell |
15
-3
| -17% | -$21 | ﹤0.01% | 3538 |
|
|
2024
Q3 | $147 | Hold |
18
| – | – | ﹤0.01% | 2968 |
|
|
2024
Q2 | $133 | Buy |
+18
| New | +$133 | ﹤0.01% | 2989 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$276 | – | 2453 |
|
|
2022
Q4 | $276 | Buy |
+26
| New | +$276 | ﹤0.01% | 2244 |
|
|
2022
Q3 | – | Sell |
-154
| Closed | -$2K | – | 2026 |
|
|
2022
Q2 | $2K | Buy |
+154
| New | +$2K | ﹤0.01% | 1511 |
|