Castleview Partners’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-341
| Closed | -$5.62K | – | 707 |
|
|
2024
Q2 | $5.62K | Hold |
341
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $4.83K | Buy |
341
+48
| +16% | +$679 | ﹤0.01% | 640 |
|
|
2023
Q4 | $5.05K | Buy |
293
+52
| +22% | +$896 | ﹤0.01% | 583 |
|
|
2023
Q3 | $3.68K | Hold |
241
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $4.55K | Hold |
241
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $4.66K | Buy |
+241
| New | +$4.66K | ﹤0.01% | 503 |
|
|
2022
Q3 | – | Sell |
-130
| Closed | -$1.72K | – | 668 |
|
|
2022
Q2 | $1.72K | Buy |
+130
| New | +$1.72K | ﹤0.01% | 641 |
|