B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,080
| Closed | -$253K | – | 1537 |
|
|
2022
Q3 | $253K | Buy |
+12,080
| New | +$253K | 0.01% | 1106 |
|
|
2016
Q3 | – | Sell |
-7,176
| Closed | -$233K | – | 627 |
|
|
2016
Q2 | $233K | Buy |
7,176
+374
| +5% | +$12.1K | 0.05% | 489 |
|
|
2016
Q1 | $200K | Buy |
+6,802
| New | +$200K | 0.05% | 477 |
|
|
2015
Q4 | – | Sell |
-11,000
| Closed | -$270K | – | 592 |
|
|
2015
Q3 | $270K | Buy |
11,000
+2,074
| +23% | +$50.9K | 0.06% | 385 |
|
|
2015
Q2 | $214K | Buy |
+8,926
| New | +$214K | 0.05% | 433 |
|
|
2015
Q1 | – | Sell |
-7,465
| Closed | -$201 | – | 1191 |
|
|
2014
Q4 | $201 | Sell |
7,465
-1
| -0% | – | ﹤0.01% | 1375 |
|
|
2014
Q3 | $173K | Sell |
7,466
-2,335
| -24% | -$54.1K | 0.05% | 528 |
|
|
2014
Q2 | $236K | Buy |
9,801
+1,961
| +25% | +$47.2K | 0.06% | 393 |
|
|
2014
Q1 | $179K | Hold |
7,840
| – | – | 0.05% | 425 |
|
|
2013
Q4 | $154K | Buy |
7,840
+1,547
| +25% | +$30.4K | 0.05% | 426 |
|
|
2013
Q3 | $132K | Sell |
6,293
-3,280
| -34% | -$68.8K | 0.05% | 470 |
|
|
2013
Q2 | $215K | Buy |
+9,573
| New | +$215K | 0.07% | 300 |
|