Berman Capital Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $95K | Buy |
3,243
+1,846
| +132% | +$54.1K | 0.01% | 456 |
|
2021
Q2 | $36K | Buy |
1,397
+635
| +83% | +$16.4K | 0.01% | 701 |
|
2021
Q1 | $20K | Buy |
762
+631
| +482% | +$16.6K | ﹤0.01% | 789 |
|
2020
Q4 | $3K | Sell |
131
-54
| -29% | -$1.24K | ﹤0.01% | 1300 |
|
2020
Q3 | $4K | Sell |
185
-211
| -53% | -$4.56K | ﹤0.01% | 1107 |
|
2020
Q2 | $10K | Buy |
396
+13
| +3% | +$328 | ﹤0.01% | 757 |
|
2020
Q1 | $9K | Sell |
383
-24
| -6% | -$564 | ﹤0.01% | 691 |
|
2019
Q4 | $12K | Buy |
407
+3
| +0.7% | +$88 | ﹤0.01% | 675 |
|
2019
Q3 | $11K | Buy |
404
+3
| +0.7% | +$82 | ﹤0.01% | 683 |
|
2019
Q2 | $11K | Buy |
401
+170
| +74% | +$4.66K | ﹤0.01% | 691 |
|
2019
Q1 | $6K | Buy |
231
+79
| +52% | +$2.05K | ﹤0.01% | 814 |
|
2018
Q4 | $3K | Buy |
+152
| New | +$3K | ﹤0.01% | 802 |
|