Arkadios 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,183
| Closed | -$35K | – | 1093 |
|
2021
Q3 | $35K | Sell |
1,183
-1,541
| -57% | -$45.6K | 0.01% | 1004 |
|
2021
Q2 | $72K | Buy |
2,724
+1,217
| +81% | +$32.2K | 0.01% | 814 |
|
2021
Q1 | $41K | Buy |
1,507
+386
| +34% | +$10.5K | 0.01% | 743 |
|
2020
Q4 | $30K | Buy |
1,121
+311
| +38% | +$8.32K | 0.01% | 656 |
|
2020
Q3 | $20.7K | Buy |
810
+201
| +33% | +$5.13K | 0.01% | 596 |
|
2020
Q2 | $15.8K | Buy |
+609
| New | +$15.8K | 0.01% | 596 |
|