Carson Wealth (CWM LLC)’s Healthcare Realty Trust Incorporated HR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-80
| Closed | -$2K | – | 4335 |
|
2022
Q2 | $2K | Buy |
80
+13
| +19% | +$325 | ﹤0.01% | 3456 |
|
2022
Q1 | $2K | Buy |
67
+7
| +12% | +$209 | ﹤0.01% | 3266 |
|
2021
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 3217 |
|
2018
Q3 | – | Sell |
-37
| Closed | -$1K | – | 2099 |
|
2018
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1672 |
|