Bison Wealth’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,612
| Closed | -$355K | – | 364 |
|
|
2020
Q1 | $355K | Hold |
14,612
| – | – | 0.26% | 112 |
|
|
2019
Q4 | $442K | Hold |
14,612
| – | – | 0.21% | 123 |
|
|
2019
Q3 | $429K | Hold |
14,612
| – | – | 0.24% | 110 |
|
|
2019
Q2 | $401K | Hold |
14,612
| – | – | 0.23% | 124 |
|
|
2019
Q1 | $418K | Hold |
14,612
| – | – | 0.26% | 120 |
|
|
2018
Q4 | $370K | Hold |
14,612
| – | – | 0.27% | 108 |
|
|
2018
Q3 | $390K | Buy |
+14,612
| New | +$390K | 0.26% | 121 |
|