Arete Wealth Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,808
| Closed | -$206K | – | 374 |
|
|
2019
Q4 | $206K | Sell |
6,808
-1,196
| -15% | -$36.2K | 0.04% | 367 |
|
|
2019
Q3 | $235K | Buy |
+8,004
| New | +$235K | 0.04% | 339 |
|
|
2018
Q3 | – | Sell |
-13,968
| Closed | -$377K | – | 379 |
|
|
2018
Q2 | $377K | Buy |
13,968
+1,851
| +15% | +$50K | 0.09% | 234 |
|
|
2018
Q1 | $320K | Buy |
+12,117
| New | +$320K | 0.11% | 228 |
|
|
2014
Q1 | – | Sell |
-13,207
| Closed | -$260K | – | 116 |
|
|
2013
Q4 | $260K | Buy |
+13,207
| New | +$260K | 0.26% | 78 |
|