Creative Financial Designs’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-503
| Closed | -$8.5K | – | 2089 |
|
|
2025
Q1 | $8.5K | Buy |
503
+9
| +2% | +$152 | ﹤0.01% | 1338 |
|
|
2024
Q4 | $8.37K | Buy |
494
+8
| +2% | +$136 | ﹤0.01% | 1302 |
|
|
2024
Q3 | $8.81K | Buy |
486
+9
| +2% | +$163 | ﹤0.01% | 1234 |
|
|
2024
Q2 | $7.87K | Buy |
477
+9
| +2% | +$148 | ﹤0.01% | 1222 |
|
|
2024
Q1 | $6.63K | Buy |
468
+10
| +2% | +$142 | ﹤0.01% | 1247 |
|
|
2023
Q4 | $7.89K | Buy |
+458
| New | +$7.89K | ﹤0.01% | 1157 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1494 |
|
|
2023
Q1 | – | Sell |
-473
| Closed | -$9.12K | – | 1420 |
|
|
2022
Q4 | $9.12K | Hold |
473
| – | – | ﹤0.01% | 918 |
|
|
2022
Q3 | $10K | Hold |
473
| – | – | ﹤0.01% | 884 |
|
|
2022
Q2 | $13K | Hold |
473
| – | – | ﹤0.01% | 816 |
|
|
2022
Q1 | $15K | Hold |
473
| – | – | ﹤0.01% | 823 |
|
|
2021
Q4 | $16K | Hold |
473
| – | – | ﹤0.01% | 805 |
|
|
2021
Q3 | $14K | Sell |
473
-650
| -58% | -$19.2K | ﹤0.01% | 941 |
|
|
2021
Q2 | $30K | Hold |
1,123
| – | – | 0.01% | 745 |
|
|
2021
Q1 | $31K | Sell |
1,123
-200
| -15% | -$5.52K | 0.01% | 676 |
|
|
2020
Q4 | $36K | Hold |
1,323
| – | – | 0.01% | 579 |
|
|
2020
Q3 | $34K | Hold |
1,323
| – | – | 0.01% | 545 |
|
|
2020
Q2 | $35K | Buy |
+1,323
| New | +$35K | 0.01% | 482 |
|
|
2018
Q3 | – | Sell |
-123
| Closed | -$3K | – | 781 |
|
|
2018
Q2 | $3K | Sell |
123
-334
| -73% | -$8.15K | ﹤0.01% | 613 |
|
|
2018
Q1 | $12K | Hold |
457
| – | – | 0.01% | 399 |
|
|
2017
Q4 | $13K | Sell |
457
-80
| -15% | -$2.28K | 0.01% | 374 |
|
|
2017
Q3 | $16K | Hold |
537
| – | – | 0.01% | 359 |
|
|
2017
Q2 | $16K | Sell |
537
-1,715
| -76% | -$51.1K | 0.01% | 350 |
|
|
2017
Q1 | $71K | Hold |
2,252
| – | – | 0.05% | 202 |
|
|
2016
Q4 | $65K | Buy |
+2,252
| New | +$65K | 0.05% | 199 |
|