Liberty Wealth Management’s LHC Group LLC LHCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-117
| Closed | -$18K | – | 1185 |
|
|
2021
Q3 | $18K | Buy |
117
+60
| +105% | +$9.23K | 0.01% | 688 |
|
|
2021
Q2 | $11K | Buy |
57
+3
| +6% | +$579 | ﹤0.01% | 644 |
|
|
2021
Q1 | $10K | Hold |
54
| – | – | ﹤0.01% | 608 |
|
|
2020
Q4 | $10K | Sell |
54
-42
| -44% | -$7.78K | ﹤0.01% | 601 |
|
|
2020
Q3 | $20K | Sell |
96
-2
| -2% | -$417 | 0.01% | 405 |
|
|
2020
Q2 | $17K | Sell |
98
-33
| -25% | -$5.72K | 0.01% | 410 |
|
|
2020
Q1 | $18K | Sell |
131
-9
| -6% | -$1.24K | 0.02% | 380 |
|
|
2019
Q4 | $19K | Hold |
140
| – | – | 0.02% | 425 |
|
|
2019
Q3 | $16K | Buy |
140
+28
| +25% | +$3.2K | 0.02% | 437 |
|
|
2019
Q2 | $13K | Hold |
112
| – | – | 0.01% | 480 |
|
|
2019
Q1 | $12K | Buy |
112
+7
| +7% | +$750 | 0.01% | 415 |
|
|
2018
Q4 | $9K | Buy |
+105
| New | +$9K | 0.01% | 458 |
|