Accel Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,700
| Closed | -$176K | – | 264 |
|
|
2024
Q2 | $176K | Buy |
+10,700
| New | +$176K | 0.07% | 231 |
|
|
2023
Q2 | – | Sell |
-700
| Closed | -$13.5K | – | 473 |
|
|
2023
Q1 | $13.5K | Hold |
700
| – | – | 0.01% | 811 |
|
|
2022
Q4 | $13.5K | Hold |
700
| – | – | 0.01% | 639 |
|
|
2022
Q3 | $15K | Hold |
700
| – | – | 0.01% | 635 |
|
|
2022
Q2 | $21K | Hold |
700
| – | – | 0.01% | 529 |
|
|
2022
Q1 | $22K | Hold |
700
| – | – | 0.01% | 534 |
|
|
2021
Q4 | $23K | Sell |
700
-300
| -30% | -$9.86K | 0.01% | 540 |
|
|
2021
Q3 | $30K | Hold |
1,000
| – | – | 0.02% | 417 |
|
|
2021
Q2 | $27K | Hold |
1,000
| – | – | 0.02% | 458 |
|
|
2021
Q1 | $28K | Sell |
1,000
-300
| -23% | -$8.4K | 0.02% | 425 |
|
|
2020
Q4 | $36K | Buy |
+1,300
| New | +$36K | 0.03% | 362 |
|