Creative Planning’s Healthcare Realty Trust Incorporated HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-36,167
| Closed | -$1M | – | 2060 |
|
|
2018
Q1 | $1M | Buy |
36,167
+83
| +0.2% | +$2.3K | ﹤0.01% | 731 |
|
|
2017
Q4 | $1.16M | Buy |
+36,084
| New | +$1.16M | 0.01% | 648 |
|
|
2017
Q3 | – | Sell |
-1,036
| Closed | -$35K | – | 4661 |
|
|
2017
Q2 | $35K | Hold |
1,036
| – | – | ﹤0.01% | 2780 |
|
|
2017
Q1 | $34K | Sell |
1,036
-2,170
| -68% | -$71.2K | ﹤0.01% | 2737 |
|
|
2016
Q4 | $97K | Buy |
3,206
+1,506
| +89% | +$45.6K | ﹤0.01% | 1883 |
|
|
2016
Q3 | $58K | Buy |
1,700
+82
| +5% | +$2.8K | ﹤0.01% | 2235 |
|
|
2016
Q2 | $57K | Hold |
1,618
| – | – | ﹤0.01% | 2047 |
|
|
2016
Q1 | $50K | Buy |
1,618
+83
| +5% | +$2.57K | ﹤0.01% | 2107 |
|
|
2015
Q4 | $43K | Sell |
1,535
-1,538
| -50% | -$43.1K | ﹤0.01% | 2223 |
|
|
2015
Q3 | $76K | Buy |
+3,073
| New | +$76K | ﹤0.01% | 1749 |
|
|
2015
Q2 | – | Sell |
-2,322
| Closed | -$65K | – | 4166 |
|
|
2015
Q1 | $65K | Sell |
2,322
-167
| -7% | -$4.68K | ﹤0.01% | 1829 |
|
|
2014
Q4 | $68K | Buy |
2,489
+167
| +7% | +$4.56K | ﹤0.01% | 1785 |
|
|
2014
Q3 | $55K | Buy |
2,322
+669
| +40% | +$15.8K | ﹤0.01% | 1851 |
|
|
2014
Q2 | $42K | Sell |
1,653
-170
| -9% | -$4.32K | ﹤0.01% | 1972 |
|
|
2014
Q1 | $44K | Buy |
1,823
+50
| +3% | +$1.21K | ﹤0.01% | 1884 |
|
|
2013
Q4 | $38K | Buy |
1,773
+388
| +28% | +$8.32K | ﹤0.01% | 1791 |
|
|
2013
Q3 | $32K | Buy |
1,385
+270
| +24% | +$6.24K | ﹤0.01% | 1818 |
|
|
2013
Q2 | $28K | Buy |
+1,115
| New | +$28K | ﹤0.01% | 1735 |
|