Financial Architects (New Jersey)’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-684
| Closed | -$92K | – | 1024 |
|
|
2019
Q2 | $92K | Sell |
684
-5,095
| -88% | -$685K | 0.02% | 352 |
|
|
2019
Q1 | $754K | Buy |
5,779
+193
| +3% | +$25.2K | 0.13% | 130 |
|
|
2018
Q4 | $695K | Buy |
5,586
+7
| +0.1% | +$871 | 0.13% | 122 |
|
|
2018
Q3 | $776K | Hold |
5,579
| – | – | 0.13% | 119 |
|
|
2018
Q2 | $572K | Hold |
5,579
| – | – | 0.1% | 149 |
|
|
2018
Q1 | $541K | Buy |
5,579
+2,586
| +86% | +$251K | 0.11% | 139 |
|
|
2017
Q4 | $263K | Buy |
+2,993
| New | +$263K | 0.04% | 255 |
|
|
2016
Q4 | – | Sell |
-25
| Closed | -$2K | – | 1398 |
|
|
2016
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1278 |
|
|
2016
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1264 |
|
|
2016
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1010 |
|
|
2015
Q4 | – | Sell |
-2,672
| Closed | -$207K | – | 219 |
|
|
2015
Q3 | $207K | Sell |
2,672
-278
| -9% | -$21.5K | 0.09% | 188 |
|
|
2015
Q2 | $268K | Sell |
2,950
-200
| -6% | -$18.2K | 0.1% | 156 |
|
|
2015
Q1 | $237K | Sell |
3,150
-2,500
| -44% | -$188K | 0.09% | 167 |
|
|
2014
Q4 | $415K | Buy |
5,650
+4,150
| +277% | +$305K | 0.18% | 109 |
|
|
2014
Q3 | $106K | Hold |
1,500
| – | – | 0.05% | 209 |
|
|
2014
Q2 | $85K | Buy |
+1,500
| New | +$85K | 0.04% | 249 |
|
|
2013
Q4 | – | Sell |
-1,650
| Closed | -$69K | – | 326 |
|
|
2013
Q3 | $69K | Buy |
1,650
+125
| +8% | +$5.23K | 0.04% | 221 |
|
|
2013
Q2 | $55K | Buy |
+1,525
| New | +$55K | 0.04% | 232 |
|