AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,440
| Closed | -$208K | – | 53 |
|
|
2022
Q2 | $208K | Hold |
7,440
| – | – | 0.18% | 52 |
|
|
2022
Q1 | $233K | Hold |
7,440
| – | – | 0.09% | 78 |
|
|
2021
Q4 | $248K | Hold |
7,440
| – | – | 0.09% | 87 |
|
|
2021
Q3 | $221K | Buy |
+7,440
| New | +$221K | 0.09% | 88 |
|
|
2021
Q2 | – | Sell |
-7,748
| Closed | -$214K | – | 95 |
|
|
2021
Q1 | $214K | Sell |
7,748
-883
| -10% | -$24.4K | 0.1% | 82 |
|
|
2020
Q4 | $238K | Sell |
8,631
-127
| -1% | -$3.5K | 0.12% | 68 |
|
|
2020
Q3 | $228K | Hold |
8,758
| – | – | 0.13% | 59 |
|
|
2020
Q2 | $232K | Hold |
8,758
| – | – | 0.16% | 58 |
|
|
2020
Q1 | $213K | Hold |
8,758
| – | – | 0.37% | 27 |
|
|
2019
Q4 | $265K | Buy |
+8,758
| New | +$265K | 0.19% | 58 |
|