Connecticut Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,000
| Closed | -$363K | – | 283 |
|
|
2024
Q3 | $363K | Buy |
+20,000
| New | +$363K | 0.02% | 251 |
|
|
2022
Q4 | – | Sell |
-12,037
| Closed | -$251K | – | 210 |
|
|
2022
Q3 | $251K | Hold |
12,037
| – | – | 0.02% | 166 |
|
|
2022
Q2 | $336K | Buy |
12,037
+122
| +1% | +$3.41K | 0.03% | 141 |
|
|
2022
Q1 | $373K | Buy |
+11,915
| New | +$373K | 0.03% | 137 |
|
|
2021
Q4 | – | Sell |
-12,000
| Closed | -$356K | – | 202 |
|
|
2021
Q3 | $356K | Sell |
12,000
-6,949
| -37% | -$206K | 0.03% | 138 |
|
|
2021
Q2 | $506K | Buy |
18,949
+215
| +1% | +$5.74K | 0.04% | 118 |
|
|
2021
Q1 | $517K | Buy |
+18,734
| New | +$517K | 0.05% | 97 |
|