Certified Advisory Corp’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,268
| Closed | -$35K | – | 435 |
|
|
2021
Q1 | $35K | Buy |
+1,268
| New | +$35K | 0.01% | 400 |
|
|
2020
Q2 | $32K | Buy |
1,223
+16
| +1% | +$419 | 0.01% | 365 |
|
|
2020
Q1 | $29K | Buy |
1,207
+12
| +1% | +$288 | 0.01% | 352 |
|
|
2019
Q4 | $36K | Buy |
1,195
+13
| +1% | +$392 | 0.01% | 361 |
|
|
2019
Q3 | $35K | Buy |
1,182
+13
| +1% | +$385 | 0.01% | 374 |
|
|
2019
Q2 | $32K | Buy |
1,169
+12
| +1% | +$328 | 0.01% | 383 |
|
|
2019
Q1 | $33K | Buy |
1,157
+14
| +1% | +$399 | 0.01% | 351 |
|
|
2018
Q4 | $29K | Buy |
1,143
+14
| +1% | +$355 | 0.02% | 354 |
|
|
2018
Q3 | $30K | Buy |
1,129
+12
| +1% | +$319 | 0.01% | 367 |
|
|
2018
Q2 | $30K | Buy |
1,117
+13
| +1% | +$349 | 0.02% | 349 |
|
|
2018
Q1 | $29K | Sell |
1,104
-766
| -41% | -$20.1K | 0.02% | 345 |
|
|
2017
Q4 | $56K | Buy |
+1,870
| New | +$56K | 0.04% | 220 |
|