Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$7.47K | – | 2408 |
|
|
2023
Q2 | $7.47K | Hold |
500
| – | – | ﹤0.01% | 1894 |
|
|
2023
Q1 | $6.94K | Hold |
500
| – | – | ﹤0.01% | 1961 |
|
|
2022
Q4 | $6K | Sell |
500
-1,719
| -77% | -$20.6K | ﹤0.01% | 1781 |
|
|
2022
Q3 | $27K | Sell |
2,219
-450
| -17% | -$5.48K | ﹤0.01% | 1205 |
|
|
2022
Q2 | $46K | Sell |
2,669
-11,721
| -81% | -$202K | ﹤0.01% | 1322 |
|
|
2022
Q1 | $267K | Buy |
14,390
+8,967
| +165% | +$166K | 0.01% | 770 |
|
|
2021
Q4 | $96K | Sell |
5,423
-8,154
| -60% | -$144K | ﹤0.01% | 1419 |
|
|
2021
Q3 | $339K | Buy |
13,577
+100
| +0.7% | +$2.5K | 0.01% | 714 |
|
|
2021
Q2 | $425K | Buy |
13,477
+2,590
| +24% | +$81.7K | 0.01% | 657 |
|
|
2021
Q1 | $305K | Buy |
+10,887
| New | +$305K | 0.01% | 855 |
|