CapWealth Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-766
| Closed | -$21K | – | 304 |
|
|
2015
Q1 | $21K | Buy |
+766
| New | +$21K | ﹤0.01% | 176 |
|
|
2014
Q4 | – | Sell |
-766
| Closed | -$18K | – | 176 |
|
|
2014
Q3 | $18K | Hold |
766
| – | – | ﹤0.01% | 196 |
|
|
2014
Q2 | $18K | Hold |
766
| – | – | ﹤0.01% | 199 |
|
|
2014
Q1 | $17K | Hold |
766
| – | – | ﹤0.01% | 204 |
|
|
2013
Q4 | $15K | Buy |
766
+191
| +33% | +$3.74K | ﹤0.01% | 230 |
|
|
2013
Q3 | $12K | Hold |
575
| – | – | ﹤0.01% | 289 |
|
|
2013
Q2 | $13K | Buy |
+575
| New | +$13K | ﹤0.01% | 268 |
|