Raymond James Financial Services Advisors’s Health Catalyst HCAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24,243	Closed	-$283K	–	3285
2023 Q1	$283K	Sell	24,243 -1,645	-6%	-$21K	﹤0.01%	2676
2022 Q4	$275K	Buy	25,888 +11,282	+77%	+$109K	﹤0.01%	2648
2022 Q3	$142K	Buy	+14,606	New	+$193K	﹤0.01%	2933
2022 Q2	–	Sell	-11,157	Closed	-$292K	–	3335
2022 Q1	$292K	Buy	11,157 +6,053	+119%	+$172K	﹤0.01%	2727
2021 Q4	$202K	Sell	5,104 -2,315	-31%	-$106K	﹤0.01%	2974
2021 Q3	$371K	Buy	7,419 +21	+0.3%	+$1.15K	﹤0.01%	2551
2021 Q2	$411K	Buy	7,398 +286	+4%	+$15.2K	﹤0.01%	2509
2021 Q1	$333K	Sell	7,112 -1,620	-19%	-$78.5K	﹤0.01%	2555
2020 Q4	$380K	Buy	8,732 +2,716	+45%	+$100K	﹤0.01%	2312
2020 Q3	$220K	Sell	6,016 -4,716	-44%	-$160K	﹤0.01%	2479
2020 Q2	$313K	Buy	+10,732	New	+$297K	﹤0.01%	2204