FFT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,730
| Closed | -$259K | – | 121 |
|
|
2023
Q2 | $259K | Sell |
13,730
-942
| -6% | -$17.8K | 0.03% | 91 |
|
|
2023
Q1 | $284K | Buy |
14,672
+835
| +6% | +$16.1K | 0.04% | 73 |
|
|
2022
Q4 | $267K | Buy |
13,837
+2,262
| +20% | +$43.6K | 0.03% | 71 |
|
|
2022
Q3 | $241K | Buy |
+11,575
| New | +$241K | 0.03% | 70 |
|