Carolinas Wealth Consulting’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,726
| Closed | -$54K | – | 914 |
|
|
2022
Q1 | $54K | Buy |
1,726
+17
| +1% | +$532 | 0.01% | 339 |
|
|
2021
Q4 | $57K | Buy |
1,709
+16
| +0.9% | +$534 | 0.01% | 347 |
|
|
2021
Q3 | $50K | Buy |
1,693
+21
| +1% | +$620 | 0.01% | 344 |
|
|
2021
Q2 | $45K | Buy |
1,672
+695
| +71% | +$18.7K | 0.01% | 379 |
|
|
2021
Q1 | $27K | Buy |
977
+11
| +1% | +$304 | 0.01% | 458 |
|
|
2020
Q4 | $27K | Sell |
966
-59
| -6% | -$1.65K | 0.01% | 429 |
|
|
2020
Q3 | $27K | Buy |
1,025
+38
| +4% | +$1K | 0.01% | 359 |
|
|
2020
Q2 | $26K | Buy |
+987
| New | +$26K | 0.01% | 262 |
|