Heritage Wealth Management (Arizona)’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $11.2K | Buy |
1,050
+488
| +87% | +$5.19K | ﹤0.01% | 759 |
|
|
2022
Q3 | $5K | Sell |
562
-134
| -19% | -$1.19K | ﹤0.01% | 757 |
|
|
2022
Q2 | $10.1K | Hold |
696
| – | – | ﹤0.01% | 663 |
|
|
2022
Q1 | $18K | Buy |
+696
| New | +$18K | ﹤0.01% | 614 |
|
|
2021
Q3 | $45K | Sell |
909
-213
| -19% | -$10.5K | 0.02% | 456 |
|
|
2021
Q2 | $62K | Sell |
1,122
-2,088
| -65% | -$115K | 0.02% | 427 |
|
|
2021
Q1 | $150K | Buy |
+3,210
| New | +$150K | 0.08% | 197 |
|