Financial Partners Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-63,824
| Closed | -$1.74M | – | 124 |
|
|
2022
Q2 | $1.74M | Buy |
63,824
+5,476
| +9% | +$149K | 0.37% | 65 |
|
|
2022
Q1 | $1.6M | Buy |
58,348
+3,242
| +6% | +$89.1K | 0.3% | 70 |
|
|
2021
Q4 | $1.74M | Buy |
55,106
+2,856
| +5% | +$90.4K | 0.31% | 65 |
|
|
2021
Q3 | $1.56M | Buy |
52,250
+9,349
| +22% | +$278K | 0.28% | 62 |
|
|
2021
Q2 | $1.3M | Buy |
42,901
+13,341
| +45% | +$403K | 0.24% | 64 |
|
|
2021
Q1 | $896K | Buy |
+29,560
| New | +$896K | 0.18% | 71 |
|