Icon Wealth Partners’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $381K | Sell |
21,884
-4,805
| -18% | -$83.7K | 0.05% | 211 |
|
|
2022
Q1 | $496K | Buy |
+26,689
| New | +$496K | 0.05% | 209 |
|
|
2021
Q4 | – | Sell |
-29,755
| Closed | -$744K | – | 330 |
|
|
2021
Q3 | $744K | Buy |
29,755
+1,329
| +5% | +$33.2K | 0.08% | 181 |
|
|
2021
Q2 | $897K | Buy |
28,426
+3,554
| +14% | +$112K | 0.1% | 165 |
|
|
2021
Q1 | $697K | Buy |
24,872
+5,045
| +25% | +$141K | 0.09% | 174 |
|
|
2020
Q4 | $557K | Buy |
19,827
+4,496
| +29% | +$126K | 0.09% | 163 |
|
|
2020
Q3 | $330K | Buy |
15,331
+3,657
| +31% | +$78.7K | 0.06% | 183 |
|
|
2020
Q2 | $286K | Buy |
+11,674
| New | +$286K | 0.07% | 191 |
|
|
2019
Q2 | – | Sell |
-1,371
| Closed | -$45K | – | 419 |
|
|
2019
Q1 | $45K | Buy |
+1,371
| New | +$45K | 0.02% | 376 |
|
|
2018
Q3 | – | Sell |
-1,443
| Closed | -$62K | – | 452 |
|
|
2018
Q2 | $62K | Buy |
+1,443
| New | +$62K | 0.03% | 328 |
|
|
2018
Q1 | – | Sell |
-1,160
| Closed | -$61K | – | 452 |
|
|
2017
Q4 | $61K | Buy |
+1,160
| New | +$61K | 0.03% | 364 |
|