Mount Yale Investment Advisors’s HMS Holdings Corp. HMSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,834
| Closed | -$361K | – | 455 |
|
|
2020
Q4 | $361K | Sell |
9,834
-661
| -6% | -$24.3K | 0.05% | 280 |
|
|
2020
Q3 | $251K | Buy |
10,495
+217
| +2% | +$5.19K | 0.04% | 294 |
|
|
2020
Q2 | $333K | Buy |
+10,278
| New | +$333K | 0.06% | 256 |
|
|
2018
Q4 | – | Sell |
-3,612
| Closed | -$133K | – | 883 |
|
|
2018
Q3 | $133K | Sell |
3,612
-1,681
| -32% | -$61.9K | 0.02% | 359 |
|
|
2018
Q2 | $114K | Sell |
5,293
-342
| -6% | -$7.37K | 0.02% | 415 |
|
|
2018
Q1 | $95K | Buy |
+5,635
| New | +$95K | 0.02% | 475 |
|