Atlas Private 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 |
-800
| Closed | -$24K | – | 392 |
|
|
2021
Q3 | $24K | Hold |
800
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $21K | Sell |
800
-500
| -38% | -$13.1K | 0.01% | 352 |
|
|
2021
Q1 | $36K | Hold |
1,300
| – | – | 0.02% | 269 |
|
|
2020
Q4 | $36K | Sell |
1,300
-700
| -35% | -$19.4K | 0.02% | 256 |
|
|
2020
Q3 | $52K | Sell |
2,000
-1,500
| -43% | -$39K | 0.04% | 198 |
|
|
2020
Q2 | $93K | Buy |
+3,500
| New | +$93K | 0.08% | 150 |
|