EverSource Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9K | Buy |
2,186
+1,356
| +163% | +$20.4K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $8.37K | Buy |
830
+69
| +9% | +$695 | ﹤0.01% | 2207 |
|
|
2024
Q4 | $8.84K | Sell |
761
-314
| -29% | -$3.65K | ﹤0.01% | 2068 |
|
|
2024
Q3 | $12K | Buy |
1,075
+142
| +15% | +$1.59K | ﹤0.01% | 1759 |
|
|
2024
Q2 | $10.7K | Buy |
933
+156
| +20% | +$1.78K | ﹤0.01% | 1824 |
|
|
2024
Q1 | $8.25K | Sell |
777
-334
| -30% | -$3.55K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $11.5K | Buy |
1,111
+777
| +233% | +$8.06K | ﹤0.01% | 1496 |
|
|
2023
Q3 | $3.48K | Sell |
334
-126
| -27% | -$1.31K | ﹤0.01% | 1837 |
|
|
2023
Q2 | $6.87K | Buy |
460
+305
| +197% | +$4.55K | ﹤0.01% | 1599 |
|
|
2023
Q1 | $2.15K | Hold |
155
| – | – | ﹤0.01% | 1918 |
|
|
2022
Q4 | $1.86K | Buy |
155
+36
| +30% | +$432 | ﹤0.01% | 1929 |
|
|
2022
Q3 | $1K | Sell |
119
-701
| -85% | -$5.89K | ﹤0.01% | 1819 |
|
|
2022
Q2 | $14K | Buy |
820
+388
| +90% | +$6.62K | ﹤0.01% | 929 |
|
|
2022
Q1 | $8K | Buy |
+432
| New | +$8K | ﹤0.01% | 1071 |
|