DB Wealth Management Group’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $27.1K | Hold |
1,571
| – | – | 0.02% | 208 |
|
2023
Q3 | $24K | Hold |
1,571
| – | – | 0.02% | 211 |
|
2023
Q2 | $29.6K | Sell |
1,571
-471
| -23% | -$8.88K | 0.02% | 191 |
|
2023
Q1 | $39.5K | Hold |
2,042
| – | – | 0.02% | 165 |
|
2022
Q4 | $39.3K | Hold |
2,042
| – | – | 0.03% | 163 |
|
2022
Q3 | $43K | Hold |
2,042
| – | – | 0.03% | 158 |
|
2022
Q2 | $57K | Hold |
2,042
| – | – | 0.04% | 147 |
|
2022
Q1 | $64K | Hold |
2,042
| – | – | 0.04% | 150 |
|
2021
Q4 | $68K | Hold |
2,042
| – | – | 0.04% | 142 |
|
2021
Q3 | $61K | Hold |
2,042
| – | – | 0.04% | 143 |
|
2021
Q2 | $55K | Hold |
2,042
| – | – | 0.04% | 155 |
|
2021
Q1 | $56K | Hold |
2,042
| – | – | 0.04% | 157 |
|
2020
Q4 | $56K | Buy |
+2,042
| New | +$56K | 0.04% | 145 |
|