Valeo Financial Advisors’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-70
| Closed | -$2K | – | 1748 |
|
|
2020
Q2 | $2K | Buy |
70
+19
| +37% | +$543 | ﹤0.01% | 1676 |
|
|
2020
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 1599 |
|
|
2019
Q4 | $1K | Sell |
51
-217
| -81% | -$4.26K | ﹤0.01% | 1521 |
|
|
2019
Q3 | $7K | Hold |
268
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q2 | $8K | Hold |
268
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q1 | $9K | Buy |
268
+32
| +14% | +$1.08K | ﹤0.01% | 986 |
|
|
2018
Q4 | $9K | Sell |
236
-4
| -2% | -$153 | ﹤0.01% | 899 |
|
|
2018
Q3 | $10K | Hold |
240
| – | – | ﹤0.01% | 957 |
|
|
2018
Q2 | $10K | Buy |
240
+33
| +16% | +$1.38K | ﹤0.01% | 932 |
|
|
2018
Q1 | $9K | Buy |
207
+159
| +331% | +$6.91K | ﹤0.01% | 952 |
|
|
2017
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 1110 |
|
|
2017
Q3 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 952 |
|