Kestra Advisory Services’s HeartCore Enterprises HTCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,026
| Closed | -$9.37K | – | 2716 |
|
|
2024
Q3 | $9.37K | Buy |
11,026
+288
| +3% | +$245 | ﹤0.01% | 2531 |
|
|
2024
Q2 | $7.49K | Buy |
10,738
+238
| +2% | +$166 | ﹤0.01% | 2600 |
|
|
2024
Q1 | $10.1K | Hold |
10,500
| – | – | ﹤0.01% | 2441 |
|
|
2023
Q4 | $6.7K | Hold |
10,500
| – | – | ﹤0.01% | 2261 |
|
|
2023
Q3 | $10.4K | Hold |
10,500
| – | – | ﹤0.01% | 2097 |
|
|
2023
Q2 | $15K | Hold |
10,500
| – | – | ﹤0.01% | 2087 |
|
|
2023
Q1 | $10.1K | Hold |
10,500
| – | – | ﹤0.01% | 2033 |
|
|
2022
Q4 | $9.56K | Buy |
+10,500
| New | +$9.56K | ﹤0.01% | 2235 |
|
|
2022
Q3 | – | Sell |
-10,500
| Closed | -$25K | – | 2162 |
|
|
2022
Q2 | $25K | Buy |
+10,500
| New | +$25K | ﹤0.01% | 2080 |
|