Wealthspire Advisors (Maryland)’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $207K | Buy |
+1,664
| New | +$207K | 0.01% | 449 |
|
2020
Q1 | – | Sell |
-1,828
| Closed | -$270K | – | 461 |
|
2019
Q4 | $270K | Sell |
1,828
-23
| -1% | -$3.4K | 0.02% | 403 |
|
2019
Q3 | $223K | Sell |
1,851
-366
| -17% | -$44.1K | 0.02% | 410 |
|
2019
Q2 | $300K | Buy |
2,217
+80
| +4% | +$10.8K | 0.02% | 351 |
|
2019
Q1 | $279K | Buy |
2,137
+60
| +3% | +$7.83K | 0.02% | 376 |
|
2018
Q4 | $258K | Sell |
2,077
-277
| -12% | -$34.4K | 0.02% | 354 |
|
2018
Q3 | $327K | Sell |
2,354
-65
| -3% | -$9.03K | 0.03% | 337 |
|
2018
Q2 | $248K | Sell |
2,419
-219
| -8% | -$22.5K | 0.02% | 402 |
|
2018
Q1 | $256K | Buy |
2,638
+213
| +9% | +$20.7K | 0.02% | 400 |
|
2017
Q4 | $213K | Buy |
2,425
+1,259
| +108% | +$111K | 0.02% | 459 |
|
2017
Q3 | $93K | Sell |
1,166
-66
| -5% | -$5.26K | 0.01% | 741 |
|
2017
Q2 | $107K | Buy |
1,232
+320
| +35% | +$27.8K | 0.01% | 673 |
|
2017
Q1 | $81K | Sell |
912
-1,241
| -58% | -$110K | 0.01% | 663 |
|
2016
Q4 | $159K | Sell |
2,153
-1,937
| -47% | -$143K | 0.02% | 431 |
|
2016
Q3 | $309K | Buy |
4,090
+387
| +10% | +$29.2K | 0.05% | 265 |
|
2016
Q2 | $285K | Buy |
3,703
+44
| +1% | +$3.39K | 0.05% | 265 |
|
2016
Q1 | $286K | Sell |
3,659
-66
| -2% | -$5.16K | 0.05% | 267 |
|
2015
Q4 | $252K | Buy |
+3,725
| New | +$252K | 0.05% | 300 |
|