Raymond James Financial Services Advisors’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,243
| Closed | -$283K | – | 3271 |
|
|
2023
Q1 | $283K | Sell |
24,243
-1,645
| -6% | -$19.2K | ﹤0.01% | 2672 |
|
|
2022
Q4 | $275K | Buy |
25,888
+11,282
| +77% | +$120K | ﹤0.01% | 2644 |
|
|
2022
Q3 | $142K | Buy |
+14,606
| New | +$142K | ﹤0.01% | 2922 |
|
|
2022
Q2 | – | Sell |
-11,157
| Closed | -$292K | – | 3252 |
|
|
2022
Q1 | $292K | Buy |
11,157
+6,053
| +119% | +$158K | ﹤0.01% | 2722 |
|
|
2021
Q4 | $202K | Sell |
5,104
-2,315
| -31% | -$91.6K | ﹤0.01% | 2966 |
|
|
2021
Q3 | $371K | Buy |
7,419
+21
| +0.3% | +$1.05K | ﹤0.01% | 2546 |
|
|
2021
Q2 | $411K | Buy |
7,398
+286
| +4% | +$15.9K | ﹤0.01% | 2506 |
|
|
2021
Q1 | $333K | Sell |
7,112
-1,620
| -19% | -$75.9K | ﹤0.01% | 2554 |
|
|
2020
Q4 | $380K | Buy |
8,732
+2,716
| +45% | +$118K | ﹤0.01% | 2310 |
|
|
2020
Q3 | $220K | Sell |
6,016
-4,716
| -44% | -$172K | ﹤0.01% | 2471 |
|
|
2020
Q2 | $313K | Buy |
+10,732
| New | +$313K | ﹤0.01% | 2200 |
|