First Trust Direct Indexing’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,730
| Closed | -$6.39M | – | 394 |
|
|
2024
Q3 | $6.39M | Sell |
15,730
-4,285
| -21% | -$1.74M | 0.34% | 49 |
|
|
2024
Q2 | $6.43M | Buy |
20,015
+12,161
| +155% | +$3.91M | 0.4% | 35 |
|
|
2024
Q1 | $2.62M | Buy |
7,854
+291
| +4% | +$97.1K | 0.19% | 102 |
|
|
2023
Q4 | $2.05M | Buy |
7,563
+4,756
| +169% | +$1.29M | 0.18% | 119 |
|
|
2023
Q3 | $691K | Sell |
2,807
-23
| -0.8% | -$5.66K | 0.08% | 303 |
|
|
2023
Q2 | $859K | Buy |
2,830
+249
| +10% | +$75.6K | 0.1% | 253 |
|
|
2023
Q1 | $681K | Buy |
2,581
+110
| +4% | +$29K | 0.08% | 314 |
|
|
2022
Q4 | $593K | Buy |
2,471
+1,159
| +88% | +$278K | 0.08% | 326 |
|
|
2022
Q3 | $241K | Buy |
1,312
+2
| +0.2% | +$367 | 0.04% | 524 |
|
|
2022
Q2 | $220K | Buy |
1,310
+13
| +1% | +$2.18K | 0.03% | 555 |
|
|
2022
Q1 | $325K | Buy |
1,297
+50
| +4% | +$12.5K | 0.04% | 479 |
|
|
2021
Q4 | $320K | Buy |
1,247
+25
| +2% | +$6.42K | 0.04% | 479 |
|
|
2021
Q3 | $297K | Sell |
1,222
-18
| -1% | -$4.38K | 0.04% | 475 |
|
|
2021
Q2 | $256K | Buy |
+1,240
| New | +$256K | 0.04% | 502 |
|
|
2021
Q1 | – | Sell |
-114
| Closed | -$19K | – | 642 |
|
|
2020
Q4 | $19K | Buy |
+114
| New | +$19K | 0.01% | 861 |
|