Back to HCSG
True Wealth Design, LLC → HCSG
True Wealth Design, LLC HCSG Position History
Healthcare Services Group, Inc. • Healthcare
Quarters held
5
Latest value
$4K
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q4 2025 | $5K |
| Q1 2026 | $5K |
| Q2 2026 | $5K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 213 | — | — |
| Q2 2026 | $5K | 213 | — | — |
| Q1 2026 | $5K | 261 | — | — |
| Q4 2025 | $5K | 277 | — | — |
| Q3 2025 | $3K | 195 | — | — |