B. Riley Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-11,105
| Closed | -$305K | – | 826 |
|
2022
Q1 | $305K | Sell |
11,105
-425
| -4% | -$11.7K | 0.02% | 443 |
|
2021
Q4 | $365K | Sell |
11,530
-5,645
| -33% | -$179K | 0.03% | 417 |
|
2021
Q3 | $511K | Sell |
17,175
-3,595
| -17% | -$107K | 0.04% | 331 |
|
2021
Q2 | $627K | Sell |
20,770
-325
| -2% | -$9.81K | 0.07% | 200 |
|
2021
Q1 | $640K | Sell |
21,095
-1,442
| -6% | -$43.7K | 0.07% | 195 |
|
2020
Q4 | $667K | Sell |
22,537
-259
| -1% | -$7.67K | 0.09% | 176 |
|
2020
Q3 | $687K | Sell |
22,796
-3,690
| -14% | -$111K | 0.08% | 190 |
|
2020
Q2 | $776K | Sell |
26,486
-889
| -3% | -$26K | 0.09% | 184 |
|
2020
Q1 | $764K | Buy |
+27,375
| New | +$764K | 0.08% | 210 |
|