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 |
|