Financial Partners Capital Management’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$2.35M Sell
121,713
-3,605
-3% -$69.5K 0.52% 49
2022
Q3
$2.61M Buy
125,318
+67,325
+116% +$1.4M 0.62% 47
2022
Q2
$1.62M Buy
57,993
+2,076
+4% +$57.9K 0.35% 69
2022
Q1
$1.75M Buy
55,917
+6,546
+13% +$205K 0.33% 69
2021
Q4
$1.65M Buy
49,371
+2,906
+6% +$97K 0.29% 67
2021
Q3
$1.38M Buy
46,465
+11,110
+31% +$330K 0.25% 67
2021
Q2
$944K Buy
35,355
+21,220
+150% +$567K 0.17% 75
2021
Q1
$390K Buy
+14,135
New +$390K 0.08% 90