Lido Advisors’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5,000
| Closed | -$243K | – | 629 |
|
2019
Q4 | $243K | Buy |
+5,000
| New | +$243K | 0.01% | 506 |
|
2019
Q3 | – | Sell |
-22,000
| Closed | -$1.1M | – | 559 |
|
2019
Q2 | $1.1M | Sell |
22,000
-1,675
| -7% | -$83.6K | 0.06% | 153 |
|
2019
Q1 | $1.34M | Sell |
23,675
-6,325
| -21% | -$357K | 0.09% | 129 |
|
2018
Q4 | $1.91M | Buy |
30,000
+4,000
| +15% | +$255K | 0.19% | 71 |
|
2018
Q3 | $2.11M | Buy |
26,000
+4,600
| +21% | +$373K | 0.21% | 65 |
|
2018
Q2 | $1.37M | Buy |
+21,400
| New | +$1.37M | 0.16% | 86 |
|