Bay Harbor Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,366
| Closed | -$38K | – | 310 |
|
|
2020
Q4 | $38K | Hold |
1,366
| – | – | 0.02% | 176 |
|
|
2020
Q3 | $36K | Hold |
1,366
| – | – | 0.02% | 180 |
|
|
2020
Q2 | $36K | Hold |
1,366
| – | – | 0.02% | 180 |
|
|
2020
Q1 | $33K | Hold |
1,366
| – | – | 0.02% | 161 |
|
|
2019
Q4 | $41K | Hold |
1,366
| – | – | 0.02% | 169 |
|
|
2019
Q3 | $40K | Hold |
1,366
| – | – | 0.02% | 174 |
|
|
2019
Q2 | $37K | Hold |
1,366
| – | – | 0.02% | 186 |
|
|
2019
Q1 | $39K | Hold |
1,366
| – | – | 0.03% | 181 |
|
|
2018
Q4 | $35K | Buy |
+1,366
| New | +$35K | 0.03% | 180 |
|