Wealthspire Advisors (Maryland)’s HMS Holdings Corp. HMSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,689
| Closed | -$50K | – | 2415 |
|
|
2019
Q1 | $50K | Sell |
1,689
-328
| -16% | -$9.71K | ﹤0.01% | 902 |
|
|
2018
Q4 | $57K | Sell |
2,017
-334
| -14% | -$9.44K | 0.01% | 804 |
|
|
2018
Q3 | $77K | Sell |
2,351
-136
| -5% | -$4.45K | 0.01% | 799 |
|
|
2018
Q2 | $54K | Buy |
2,487
+48
| +2% | +$1.04K | ﹤0.01% | 950 |
|
|
2018
Q1 | $41K | Sell |
2,439
-185
| -7% | -$3.11K | ﹤0.01% | 1067 |
|
|
2017
Q4 | $44K | Buy |
2,624
+213
| +9% | +$3.57K | ﹤0.01% | 1060 |
|
|
2017
Q3 | $48K | Buy |
2,411
+460
| +24% | +$9.16K | 0.01% | 1004 |
|
|
2017
Q2 | $36K | Hold |
1,951
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q1 | $40K | Sell |
1,951
-52
| -3% | -$1.07K | 0.01% | 863 |
|
|
2016
Q4 | $36K | Sell |
2,003
-443
| -18% | -$7.96K | 0.01% | 858 |
|
|
2016
Q3 | $54K | Buy |
2,446
+175
| +8% | +$3.86K | 0.01% | 759 |
|
|
2016
Q2 | $40K | Buy |
2,271
+392
| +21% | +$6.9K | 0.01% | 798 |
|
|
2016
Q1 | $27K | Buy |
1,879
+252
| +15% | +$3.62K | ﹤0.01% | 869 |
|
|
2015
Q4 | $20K | Buy |
+1,627
| New | +$20K | ﹤0.01% | 976 |
|