Steward Partners Investment Advisory’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$10K | – | 3235 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 2592 |
|
|
2021
Q2 | $11K | Sell |
200
-30
| -13% | -$1.65K | ﹤0.01% | 5860 |
|
|
2021
Q1 | $10.8K | Hold |
230
| – | – | ﹤0.01% | 2747 |
|
|
2020
Q4 | $10K | Buy |
230
+30
| +15% | +$1.3K | ﹤0.01% | 2309 |
|
|
2020
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2256 |
|