JFS Wealth Advisors’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$1.03K | – | 2061 |
|
|
2023
Q3 | $1.03K | Hold |
100
| – | – | ﹤0.01% | 1587 |
|
|
2023
Q2 | $825 | Hold |
100
| – | – | ﹤0.01% | 1658 |
|
|
2023
Q1 | $559 | Hold |
100
| – | – | ﹤0.01% | 1708 |
|
|
2022
Q4 | $495 | Hold |
100
| – | – | ﹤0.01% | 1736 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 1986 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1782 |
|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 763 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 412 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 406 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 387 |
|
|
2018
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 406 |
|
|
2018
Q1 | $4K | Buy |
+100
| New | +$3.5K | ﹤0.01% | 444 |
|
Other funds holding TRHC
JFS Wealth Advisors's TRHC Position: Q4 2023 in Review
JFS Wealth Advisors sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q4 2023, closing a stake of 100 shares — an estimated $1.03K sold.
JFS Wealth Advisors first reported a position in TRHC in Q1 2018 and held it in 23 quarters. The position peaked at $8K in Q3 2018. 1 fund tracked by Wall St. Rank holds TRHC as of Q4 2023.
- JFS Wealth Advisors reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- JFS Wealth Advisors sold 100 Tabula Rasa HealthCare, Inc. Common Stock shares in Q4 2023, an estimated $1.03K.
- JFS Wealth Advisors first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q1 2018 and held it in 23 quarters.
- JFS Wealth Advisors's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $8K in Q3 2018.
- 1 fund tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q4 2023.
Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.