Cascade Investment Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-350
| Closed | -$10.3K | – | 265 |
|
|
2019
Q3 | $10.3K | Hold |
350
| – | – | 0.01% | 227 |
|
|
2019
Q2 | $9.6K | Sell |
350
-300
| -46% | -$8.23K | 0.01% | 217 |
|
|
2019
Q1 | $18.6K | Hold |
650
| – | – | 0.02% | 172 |
|
|
2018
Q4 | $16.5K | Hold |
650
| – | – | 0.02% | 175 |
|
|
2018
Q3 | $17.3K | Hold |
650
| – | – | 0.01% | 168 |
|
|
2018
Q2 | $17.5K | Hold |
650
| – | – | 0.02% | 167 |
|
|
2018
Q1 | $17.2K | Hold |
650
| – | – | 0.01% | 164 |
|
|
2017
Q4 | $19.5K | Sell |
650
-550
| -46% | -$16.5K | 0.02% | 155 |
|
|
2017
Q3 | $35.8K | Hold |
1,200
| – | – | 0.03% | 134 |
|
|
2017
Q2 | $37.3K | Hold |
1,200
| – | – | 0.03% | 130 |
|
|
2017
Q1 | $37.8K | Hold |
1,200
| – | – | 0.03% | 118 |
|
|
2016
Q4 | $34.9K | Buy |
+1,200
| New | +$34.9K | 0.03% | 121 |
|
|
2016
Q2 | $38.8K | Buy |
+1,200
| New | +$38.8K | 0.04% | 113 |
|