Spire Wealth Management’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566 | Hold |
150
| – | – | ﹤0.01% | 2356 |
|
|
2025
Q1 | $680 | Hold |
150
| – | – | ﹤0.01% | 2435 |
|
|
2024
Q4 | $1.06K | Hold |
150
| – | – | ﹤0.01% | 2360 |
|
|
2024
Q3 | $1.22K | Hold |
150
| – | – | ﹤0.01% | 2071 |
|
|
2024
Q2 | $959 | Sell |
150
-150
| -50% | -$959 | ﹤0.01% | 2127 |
|
|
2024
Q1 | $2.26K | Buy |
+300
| New | +$2.26K | ﹤0.01% | 2067 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$3.04K | – | 2404 |
|
|
2023
Q3 | $3.04K | Hold |
300
| – | – | ﹤0.01% | 2048 |
|
|
2023
Q2 | $3.75K | Hold |
300
| – | – | ﹤0.01% | 2074 |
|
|
2023
Q1 | $3.5K | Buy |
+300
| New | +$3.5K | ﹤0.01% | 2122 |
|
|
2022
Q3 | – | Sell |
-450
| Closed | -$7K | – | 2359 |
|
|
2022
Q2 | $7K | Sell |
450
-450
| -50% | -$7K | ﹤0.01% | 2026 |
|
|
2022
Q1 | $24K | Hold |
900
| – | – | ﹤0.01% | 1737 |
|
|
2021
Q4 | $36K | Hold |
900
| – | – | ﹤0.01% | 1875 |
|
|
2021
Q3 | $45K | Hold |
900
| – | – | ﹤0.01% | 1515 |
|
|
2021
Q2 | $50K | Hold |
900
| – | – | ﹤0.01% | 1485 |
|
|
2021
Q1 | $42K | Buy |
+900
| New | +$42K | ﹤0.01% | 1814 |
|