Barber Financial Group’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$241K Hold
12,475
0.04% 126
2022
Q4
$240K Sell
12,475
-1,221
-9% -$23.5K 0.07% 116
2022
Q3
$286K Buy
13,696
+16
+0.1% +$334 0.08% 105
2022
Q2
$382K Sell
13,680
-28
-0.2% -$782 0.06% 87
2022
Q1
$430K Sell
13,708
-138
-1% -$4.33K 0.06% 89
2021
Q4
$462K Sell
13,846
-47
-0.3% -$1.57K 0.06% 93
2021
Q3
$412K Sell
13,893
-78
-0.6% -$2.31K 0.05% 101
2021
Q2
$373K Hold
13,971
0.05% 103
2021
Q1
$385K Sell
13,971
-835
-6% -$23K 0.06% 92
2020
Q4
$408K Hold
14,806
0.07% 94
2020
Q3
$385K Sell
14,806
-684
-4% -$17.8K 0.08% 87
2020
Q2
$411K Sell
15,490
-424
-3% -$11.3K 0.1% 76
2020
Q1
$386K Buy
15,914
+2
+0% +$49 0.12% 73
2019
Q4
$482K Buy
15,912
+3
+0% +$91 0.1% 87
2019
Q3
$467K Sell
15,909
-997
-6% -$29.3K 0.1% 84
2019
Q2
$464K Sell
16,906
-625
-4% -$17.2K 0.11% 83
2019
Q1
$501K Sell
17,531
-1,538
-8% -$44K 0.1% 77
2018
Q4
$483K Sell
19,069
-1,572
-8% -$39.8K 0.1% 78
2018
Q3
$550K Sell
20,641
-1,997
-9% -$53.2K 0.13% 70
2018
Q2
$610K Sell
22,638
-6,385
-22% -$172K 0.18% 68
2018
Q1
$768K Sell
29,023
-13,509
-32% -$357K 0.2% 64
2017
Q4
$1.28M Sell
42,532
-802
-2% -$24.1K 0.32% 55
2017
Q3
$1.29M Sell
43,334
-1,602
-4% -$47.7K 0.37% 48
2017
Q2
$1.4M Sell
44,936
-2,425
-5% -$75.4K 0.45% 34
2017
Q1
$1.49M Sell
47,361
-4,557
-9% -$143K 0.51% 35
2016
Q4
$1.51M Buy
+51,918
New +$1.51M 0.55% 31