Shelton Capital 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,305
| Closed | -$213K | – | 836 |
|
2018
Q4 | $213K | Hold |
5,305
| – | – | 0.01% | 666 |
|
2018
Q3 | $215K | Hold |
5,305
| – | – | 0.01% | 806 |
|
2018
Q2 | $229K | Hold |
5,305
| – | – | 0.01% | 717 |
|
2018
Q1 | $231K | Buy |
+5,305
| New | +$231K | 0.02% | 696 |
|
2017
Q2 | – | Sell |
-6,739
| Closed | -$290K | – | 870 |
|
2017
Q1 | $290K | Buy |
6,739
+702
| +12% | +$30.2K | 0.02% | 582 |
|
2016
Q4 | $236K | Hold |
6,037
| – | – | 0.02% | 742 |
|
2016
Q3 | $239K | Hold |
6,037
| – | – | 0.02% | 659 |
|
2016
Q2 | $250K | Hold |
6,037
| – | – | 0.02% | 617 |
|
2016
Q1 | $222K | Buy |
+6,037
| New | +$222K | 0.02% | 665 |
|