BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $10.1K | Sell |
533
-18
| -3% | -$340 | ﹤0.01% | 553 |
|
|
2023
Q1 | $10.7K | Sell |
551
-71
| -11% | -$1.37K | ﹤0.01% | 594 |
|
|
2022
Q4 | $12K | Buy |
622
+28
| +5% | +$540 | ﹤0.01% | 555 |
|
|
2022
Q3 | $12K | Hold |
594
| – | – | ﹤0.01% | 551 |
|
|
2022
Q2 | $17K | Sell |
594
-264
| -31% | -$7.56K | ﹤0.01% | 509 |
|
|
2022
Q1 | $27K | Buy |
858
+2
| +0.2% | +$63 | ﹤0.01% | 479 |
|
|
2021
Q4 | $29K | Buy |
856
+3
| +0.4% | +$102 | ﹤0.01% | 489 |
|
|
2021
Q3 | $25K | Buy |
853
+3
| +0.4% | +$88 | ﹤0.01% | 492 |
|
|
2021
Q2 | $23K | Buy |
850
+3
| +0.4% | +$81 | ﹤0.01% | 502 |
|
|
2021
Q1 | $23K | Buy |
847
+3
| +0.4% | +$81 | ﹤0.01% | 465 |
|
|
2020
Q4 | $23K | Buy |
844
+3
| +0.4% | +$82 | ﹤0.01% | 451 |
|
|
2020
Q3 | $22K | Buy |
841
+3
| +0.4% | +$78 | ﹤0.01% | 412 |
|
|
2020
Q2 | $22K | Buy |
838
+63
| +8% | +$1.65K | ﹤0.01% | 442 |
|
|
2020
Q1 | $19K | Buy |
775
+3
| +0.4% | +$74 | ﹤0.01% | 425 |
|
|
2019
Q4 | $23K | Buy |
772
+2
| +0.3% | +$60 | ﹤0.01% | 430 |
|
|
2019
Q3 | $23K | Buy |
+770
| New | +$23K | ﹤0.01% | 413 |
|
|
2019
Q2 | – | Hold |
0
| – | -$22K | – | 419 |
|
|
2019
Q1 | – | Hold |
0
| – | -$19K | – | 424 |
|
|
2018
Q4 | – | Hold |
0
| – | -$20K | – | 402 |
|
|
2018
Q3 | – | Hold |
0
| – | -$20K | – | 422 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 429 |
|