Advantage Investment Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,393
| Closed | -$35K | – | 959 |
|
|
2018
Q4 | $35K | Hold |
1,393
| – | – | 0.03% | 398 |
|
|
2018
Q3 | $37K | Hold |
1,393
| – | – | 0.02% | 444 |
|
|
2018
Q2 | $38K | Hold |
1,393
| – | – | 0.03% | 411 |
|
|
2018
Q1 | $37K | Hold |
1,393
| – | – | 0.01% | 435 |
|
|
2017
Q4 | $42K | Hold |
1,393
| – | – | 0.01% | 432 |
|
|
2017
Q3 | $42K | Sell |
1,393
-44
| -3% | -$1.33K | 0.01% | 425 |
|
|
2017
Q2 | $45K | Buy |
1,437
+44
| +3% | +$1.38K | 0.02% | 400 |
|
|
2017
Q1 | $44K | Hold |
1,393
| – | – | 0.02% | 367 |
|
|
2016
Q4 | $41K | Sell |
1,393
-360
| -21% | -$10.6K | 0.02% | 372 |
|
|
2016
Q3 | $57K | Hold |
1,753
| – | – | 0.02% | 301 |
|
|
2016
Q2 | $57K | Hold |
1,753
| – | – | 0.03% | 324 |
|
|
2016
Q1 | $52K | Hold |
1,753
| – | – | 0.02% | 326 |
|
|
2015
Q4 | $47K | Hold |
1,753
| – | – | 0.02% | 346 |
|
|
2015
Q3 | $43K | Hold |
1,753
| – | – | 0.02% | 335 |
|
|
2015
Q2 | $42K | Sell |
1,753
-1,178
| -40% | -$28.2K | 0.02% | 360 |
|
|
2015
Q1 | $82K | Hold |
2,931
| – | – | 0.05% | 269 |
|
|
2014
Q4 | $79K | Buy |
+2,931
| New | +$79K | 0.06% | 246 |
|