Wealthspire Advisors (Maryland)’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,166
| Closed | -$38K | – | 1124 |
|
|
2019
Q1 | $38K | Sell |
1,166
-346
| -23% | -$11.3K | ﹤0.01% | 1004 |
|
|
2018
Q4 | $61K | Buy |
1,512
+459
| +44% | +$18.5K | 0.01% | 772 |
|
|
2018
Q3 | $43K | Buy |
1,053
+36
| +4% | +$1.47K | ﹤0.01% | 1019 |
|
|
2018
Q2 | $44K | Buy |
1,017
+72
| +8% | +$3.12K | ﹤0.01% | 1018 |
|
|
2018
Q1 | $41K | Sell |
945
-162
| -15% | -$7.03K | ﹤0.01% | 1060 |
|
|
2017
Q4 | $58K | Buy |
1,107
+140
| +14% | +$7.34K | 0.01% | 940 |
|
|
2017
Q3 | $52K | Buy |
967
+89
| +10% | +$4.79K | 0.01% | 968 |
|
|
2017
Q2 | $41K | Sell |
878
-207
| -19% | -$9.67K | ﹤0.01% | 1015 |
|
|
2017
Q1 | $47K | Sell |
1,085
-33
| -3% | -$1.43K | 0.01% | 815 |
|
|
2016
Q4 | $44K | Sell |
1,118
-241
| -18% | -$9.49K | 0.01% | 805 |
|
|
2016
Q3 | $54K | Buy |
1,359
+211
| +18% | +$8.38K | 0.01% | 755 |
|
|
2016
Q2 | $48K | Buy |
1,148
+197
| +21% | +$8.24K | 0.01% | 746 |
|
|
2016
Q1 | $35K | Buy |
951
+102
| +12% | +$3.75K | 0.01% | 792 |
|
|
2015
Q4 | $30K | Buy |
+849
| New | +$30K | 0.01% | 838 |
|