VHAM
Van Hulzen Asset Management’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-77,677
| Closed | -$969K | – | 321 |
|
|
2024
Q1 | $969K | Buy |
77,677
+11,757
| +18% | +$147K | 0.06% | 169 |
|
|
2023
Q4 | $684K | Buy |
65,920
+5,632
| +9% | +$58.4K | 0.05% | 200 |
|
|
2023
Q3 | $629K | Buy |
60,288
+20,313
| +51% | +$212K | 0.05% | 190 |
|
|
2023
Q2 | $597K | Buy |
+39,975
| New | +$597K | 0.05% | 167 |
|
|
2018
Q3 | – | Sell |
-6,639
| Closed | -$287K | – | 232 |
|
|
2018
Q2 | $287K | Buy |
6,639
+982
| +17% | +$42.5K | 0.09% | 150 |
|
|
2018
Q1 | $246K | Sell |
5,657
-1,443
| -20% | -$62.8K | 0.08% | 164 |
|
|
2017
Q4 | $374K | Buy |
+7,100
| New | +$374K | 0.11% | 138 |
|