Bridgewater Wealth & Financial Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-37,158
| Closed | -$1.16M | – | 64 |
|
|
2017
Q2 | $1.16M | Sell |
37,158
-300
| -0.8% | -$9.33K | 0.39% | 44 |
|
|
2017
Q1 | $1.18M | Hold |
37,458
| – | – | 0.43% | 43 |
|
|
2016
Q4 | $1.09M | Sell |
37,458
-500
| -1% | -$14.6K | 0.41% | 44 |
|
|
2016
Q3 | $1.24M | Sell |
37,958
-125
| -0.3% | -$4.08K | 0.46% | 40 |
|
|
2016
Q2 | $1.23M | Sell |
38,083
-625
| -2% | -$20.2K | 0.44% | 44 |
|
|
2016
Q1 | $1.14M | Hold |
38,708
| – | – | 0.41% | 44 |
|
|
2015
Q4 | $1.04M | Hold |
38,708
| – | – | 0.4% | 43 |
|
|
2015
Q3 | $949K | Buy |
38,708
+750
| +2% | +$18.4K | 0.39% | 44 |
|
|
2015
Q2 | $909K | Hold |
37,958
| – | – | 0.39% | 40 |
|
|
2015
Q1 | $1.06M | Hold |
37,958
| – | – | 0.45% | 39 |
|
|
2014
Q4 | $1.02M | Buy |
+37,958
| New | +$1.02M | 0.42% | 45 |
|