IFP Advisors’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$82 | – | 3864 |
|
|
2025
Q1 | – | Hold |
0
| – | -$127 | – | 3914 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3937 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$4K | – | 3836 |
|
|
2022
Q4 | $4K | Sell |
100
-93
| -48% | -$3.72K | ﹤0.01% | 3894 |
|
|
2022
Q3 | $8K | Buy |
193
+100
| +108% | +$4.15K | ﹤0.01% | 3775 |
|
|
2022
Q2 | $4K | Hold |
93
| – | – | ﹤0.01% | 3884 |
|
|
2022
Q1 | $4K | Buy |
93
+58
| +166% | +$2.5K | ﹤0.01% | 3884 |
|
|
2021
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 2614 |
|
|
2021
Q3 | $3K | Sell |
35
-119
| -77% | -$10.2K | ﹤0.01% | 2660 |
|
|
2021
Q2 | $6K | Sell |
154
-38
| -20% | -$1.48K | ﹤0.01% | 2384 |
|
|
2021
Q1 | $6K | Buy |
+192
| New | +$6K | ﹤0.01% | 2323 |
|