Apriem Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$40K | – | 237 |
|
|
2018
Q2 | $40K | Buy |
+1,500
| New | +$40K | 0.01% | 264 |
|
|
2017
Q2 | – | Sell |
-1,500
| Closed | -$47K | – | 312 |
|
|
2017
Q1 | $47K | Hold |
1,500
| – | – | 0.01% | 238 |
|
|
2016
Q4 | $44K | Hold |
1,500
| – | – | 0.01% | 247 |
|
|
2016
Q3 | $49K | Sell |
1,500
-755
| -33% | -$24.7K | 0.01% | 227 |
|
|
2016
Q2 | $73K | Hold |
2,255
| – | – | 0.02% | 189 |
|
|
2016
Q1 | $66K | Hold |
2,255
| – | – | 0.03% | 176 |
|
|
2015
Q4 | $61K | Hold |
2,255
| – | – | 0.02% | 183 |
|
|
2015
Q3 | $55K | Hold |
2,255
| – | – | 0.02% | 192 |
|
|
2015
Q2 | $54K | Hold |
2,255
| – | – | 0.02% | 205 |
|
|
2015
Q1 | $63K | Hold |
2,255
| – | – | 0.02% | 188 |
|
|
2014
Q4 | $61K | Hold |
2,255
| – | – | 0.02% | 169 |
|
|
2014
Q3 | $52K | Hold |
2,255
| – | – | 0.02% | 194 |
|
|
2014
Q2 | $54K | Hold |
2,255
| – | – | 0.02% | 191 |
|
|
2014
Q1 | $51K | Hold |
2,255
| – | – | 0.02% | 211 |
|
|
2013
Q4 | $44K | Buy |
2,255
+1,127
| +100% | +$22K | 0.02% | 218 |
|
|
2013
Q3 | $24K | Hold |
1,128
| – | – | 0.01% | 262 |
|
|
2013
Q2 | $25K | Buy |
+1,128
| New | +$25K | 0.01% | 253 |
|