Baystate 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-24
| Closed | -$1K | – | 909 |
|
2021
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 823 |
|
2021
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 760 |
|
2021
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 729 |
|
2021
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 658 |
|
2013
Q3 | – | Sell |
-500
| Closed | -$11K | – | 106 |
|
2013
Q2 | $11K | Buy |
+500
| New | +$11K | 0.01% | 182 |
|