IFP Advisors’s HMS Holdings Corp. HMSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5087 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4885 |
|
|
2021
Q1 | – | Sell |
-293
| Closed | -$11K | – | 4705 |
|
|
2020
Q4 | $11K | Hold |
293
| – | – | ﹤0.01% | 2054 |
|
|
2020
Q3 | $8K | Buy |
293
+100
| +52% | +$2.73K | ﹤0.01% | 2001 |
|
|
2020
Q2 | $6K | Buy |
193
+93
| +93% | +$2.89K | ﹤0.01% | 2034 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 2262 |
|
|
2019
Q4 | $3K | Sell |
100
-3
| -3% | -$90 | ﹤0.01% | 2423 |
|
|
2019
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 2464 |
|
|
2019
Q1 | – | Sell |
-161
| Closed | -$5K | – | 3697 |
|
|
2018
Q4 | $5K | Sell |
161
-41
| -20% | -$1.27K | ﹤0.01% | 2847 |
|
|
2018
Q3 | $7K | Sell |
202
-85
| -30% | -$2.95K | ﹤0.01% | 3052 |
|
|
2018
Q2 | $6K | Sell |
287
-4
| -1% | -$84 | ﹤0.01% | 3160 |
|
|
2018
Q1 | $5K | Hold |
291
| – | – | ﹤0.01% | 3209 |
|
|
2017
Q4 | $5K | Sell |
291
-25
| -8% | -$430 | ﹤0.01% | 3207 |
|
|
2017
Q3 | $6K | Buy |
316
+273
| +635% | +$5.18K | ﹤0.01% | 3308 |
|
|
2017
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 3958 |
|
|
2017
Q1 | $1K | Sell |
43
-300
| -87% | -$6.98K | ﹤0.01% | 3862 |
|
|
2016
Q4 | $6K | Buy |
343
+300
| +698% | +$5.25K | ﹤0.01% | 3206 |
|
|
2016
Q3 | $1K | Buy |
43
+25
| +139% | +$581 | ﹤0.01% | 3796 |
|
|
2016
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 4318 |
|
|
2016
Q1 | – | Sell |
-197
| Closed | -$2K | – | 3723 |
|
|
2015
Q4 | $2K | Buy |
+197
| New | +$2K | ﹤0.01% | 3389 |
|