BerganKDV Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-63
| Closed | -$2K | – | 1108 |
|
|
2022
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 869 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 893 |
|
|
2021
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 953 |
|
|
2021
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 932 |
|
|
2021
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 874 |
|
|
2021
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 826 |
|
|
2020
Q4 | $2K | Sell |
63
-419
| -87% | -$13.3K | ﹤0.01% | 821 |
|
|
2020
Q3 | $15K | Buy |
482
+5
| +1% | +$156 | ﹤0.01% | 463 |
|
|
2020
Q2 | $14K | Buy |
477
+5
| +1% | +$147 | ﹤0.01% | 499 |
|
|
2020
Q1 | $13K | Buy |
472
+4
| +0.9% | +$110 | ﹤0.01% | 470 |
|
|
2019
Q4 | $16K | Buy |
468
+4
| +0.9% | +$137 | ﹤0.01% | 482 |
|
|
2019
Q3 | $16K | Buy |
464
+4
| +0.9% | +$138 | ﹤0.01% | 462 |
|
|
2019
Q2 | $14K | Buy |
460
+4
| +0.9% | +$122 | ﹤0.01% | 480 |
|
|
2019
Q1 | $15K | Buy |
456
+5
| +1% | +$164 | ﹤0.01% | 477 |
|
|
2018
Q4 | $13K | Buy |
451
+4
| +0.9% | +$115 | ﹤0.01% | 448 |
|
|
2018
Q3 | $13K | Buy |
447
+4
| +0.9% | +$116 | ﹤0.01% | 460 |
|
|
2018
Q2 | $13K | Buy |
+443
| New | +$13K | ﹤0.01% | 476 |
|