Loveless Wealth Management’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,820
| Closed | -$220K | – | 132 |
|
|
2021
Q3 | $220K | Sell |
8,820
-4,890
| -36% | -$122K | 0.13% | 125 |
|
|
2021
Q2 | $433K | Sell |
13,710
-1,600
| -10% | -$50.5K | 0.26% | 101 |
|
|
2021
Q1 | $429K | Sell |
15,310
-1,300
| -8% | -$36.4K | 0.28% | 94 |
|
|
2020
Q4 | $467K | Sell |
16,610
-745
| -4% | -$20.9K | 0.34% | 86 |
|
|
2020
Q3 | $374K | Sell |
17,355
-1,995
| -10% | -$43K | 0.32% | 81 |
|
|
2020
Q2 | $473K | Hold |
19,350
| – | – | 0.44% | 70 |
|
|
2020
Q1 | $463K | Sell |
19,350
-100
| -0.5% | -$2.39K | 0.55% | 62 |
|
|
2019
Q4 | $475K | Buy |
+19,450
| New | +$475K | 0.41% | 69 |
|