Charter Oak Capital Management’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 |
-120
| Closed | -$4K | – | 958 |
|
|
2022
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 798 |
|
|
2021
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 697 |
|
|
2021
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 714 |
|
|
2021
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 680 |
|
|
2020
Q4 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 642 |
|