Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,012
| Closed | -$10.7K | – | 3702 |
|
|
2024
Q2 | $10.7K | Buy |
+1,012
| New | +$10.7K | ﹤0.01% | 2620 |
|
|
2022
Q2 | – | Sell |
-833
| Closed | -$15K | – | 3295 |
|
|
2022
Q1 | $15K | Sell |
833
-713
| -46% | -$12.8K | ﹤0.01% | 2408 |
|
|
2021
Q4 | $27K | Buy |
1,546
+1,239
| +404% | +$21.6K | ﹤0.01% | 2200 |
|
|
2021
Q3 | $8K | Buy |
307
+62
| +25% | +$1.62K | ﹤0.01% | 2531 |
|
|
2021
Q2 | $8K | Hold |
245
| – | – | ﹤0.01% | 2507 |
|
|
2021
Q1 | $7K | Sell |
245
-71
| -22% | -$2.03K | ﹤0.01% | 2378 |
|
|
2020
Q4 | $9K | Buy |
316
+71
| +29% | +$2.02K | ﹤0.01% | 2220 |
|
|
2020
Q3 | $5K | Hold |
245
| – | – | ﹤0.01% | 2168 |
|
|
2020
Q2 | $6K | Hold |
245
| – | – | ﹤0.01% | 2038 |
|
|
2020
Q1 | $6K | Buy |
+245
| New | +$6K | ﹤0.01% | 2018 |
|
|
2019
Q2 | – | Sell |
-41
| Closed | -$1K | – | 2586 |
|
|
2019
Q1 | $1K | Sell |
41
-832
| -95% | -$20.3K | ﹤0.01% | 2414 |
|
|
2018
Q4 | $35K | Hold |
873
| – | – | ﹤0.01% | 1390 |
|
|
2018
Q3 | $35K | Hold |
873
| – | – | ﹤0.01% | 1445 |
|
|
2018
Q2 | $38K | Sell |
873
-65
| -7% | -$2.83K | ﹤0.01% | 1355 |
|
|
2018
Q1 | $41K | Sell |
938
-38
| -4% | -$1.66K | ﹤0.01% | 1279 |
|
|
2017
Q4 | $51K | Buy |
976
+38
| +4% | +$1.99K | ﹤0.01% | 1144 |
|
|
2017
Q3 | $51K | Sell |
938
-873
| -48% | -$47.5K | ﹤0.01% | 1111 |
|
|
2017
Q2 | $85K | Hold |
1,811
| – | – | ﹤0.01% | 934 |
|
|
2017
Q1 | $78K | Buy |
1,811
+1,246
| +221% | +$53.7K | ﹤0.01% | 905 |
|
|
2016
Q4 | $22K | Buy |
+565
| New | +$22K | ﹤0.01% | 1325 |
|
|
2016
Q3 | – | Sell |
-487
| Closed | -$20K | – | 735 |
|
|
2016
Q2 | $20K | Buy |
487
+350
| +255% | +$14.4K | ﹤0.01% | 1170 |
|
|
2016
Q1 | $5K | Buy |
+137
| New | +$5K | ﹤0.01% | 1638 |
|