Valeo Financial Advisors’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-158
| Closed | -$7K | – | 987 |
|
|
2021
Q1 | $7K | Sell |
158
-207
| -57% | -$9.17K | ﹤0.01% | 1371 |
|
|
2020
Q4 | $16K | Hold |
365
| – | – | ﹤0.01% | 1057 |
|
|
2020
Q3 | $13K | Sell |
365
-92
| -20% | -$3.28K | ﹤0.01% | 983 |
|
|
2020
Q2 | $13K | Sell |
457
-534
| -54% | -$15.2K | ﹤0.01% | 1125 |
|
|
2020
Q1 | $25K | Buy |
991
+682
| +221% | +$17.2K | ﹤0.01% | 802 |
|
|
2019
Q4 | $11K | Buy |
+309
| New | +$11K | ﹤0.01% | 1070 |
|