SWM
Segment Wealth Management’s HCA Healthcare HCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,830
| Closed | -$209K | – | 186 |
|
|
2016
Q4 | $209K | Sell |
2,830
-120
| -4% | -$8.86K | 0.08% | 161 |
|
|
2016
Q3 | $223K | Sell |
2,950
-300
| -9% | -$22.7K | 0.09% | 142 |
|
|
2016
Q2 | $250K | Hold |
3,250
| – | – | 0.1% | 125 |
|
|
2016
Q1 | $254K | Sell |
3,250
-200
| -6% | -$15.6K | 0.09% | 125 |
|
|
2015
Q4 | $233K | Sell |
3,450
-270
| -7% | -$18.2K | 0.09% | 133 |
|
|
2015
Q3 | $288K | Sell |
3,720
-121
| -3% | -$9.37K | 0.11% | 125 |
|
|
2015
Q2 | $348K | Hold |
3,841
| – | – | 0.12% | 119 |
|
|
2015
Q1 | $289K | Sell |
3,841
-34
| -0.9% | -$2.56K | 0.1% | 140 |
|
|
2014
Q4 | $284K | Buy |
+3,875
| New | +$284K | 0.11% | 124 |
|