Sutton Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-676
| Closed | -$8.11K | – | 1127 |
|
|
2022
Q4 | $8.11K | Buy |
+676
| New | +$8.11K | ﹤0.01% | 1008 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$366 | – | 1682 |
|
|
2022
Q2 | $366 | Buy |
21
+6
| +40% | +$105 | ﹤0.01% | 1514 |
|
|
2022
Q1 | $279 | Sell |
15
-1,023
| -99% | -$19K | ﹤0.01% | 1549 |
|
|
2021
Q4 | $18.5K | Sell |
1,038
-2
| -0.2% | -$36 | 0.01% | 732 |
|
|
2021
Q3 | $26K | Buy |
+1,040
| New | +$26K | 0.01% | 616 |
|
|
2018
Q1 | – | Sell |
-949
| Closed | -$50K | – | 1134 |
|
|
2017
Q4 | $50K | Hold |
949
| – | – | 0.04% | 272 |
|
|
2017
Q3 | $51.2K | Hold |
949
| – | – | 0.04% | 267 |
|
|
2017
Q2 | $44.4K | Hold |
949
| – | – | 0.04% | 285 |
|
|
2017
Q1 | $40.9K | Hold |
949
| – | – | 0.03% | 296 |
|
|
2016
Q4 | $37.2K | Sell |
949
-82
| -8% | -$3.21K | 0.03% | 318 |
|
|
2016
Q3 | $40.8K | Hold |
1,031
| – | – | 0.04% | 290 |
|
|
2016
Q2 | $42.7K | Hold |
1,031
| – | – | 0.04% | 265 |
|
|
2016
Q1 | $38K | Buy |
+1,031
| New | +$38K | 0.04% | 289 |
|