FirstPurpose Wealth’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,309
Closed -$232K 157
2022
Q2
$232K Sell
8,309
-138
-2% -$3.85K 0.16% 119
2022
Q1
$265K Sell
8,447
-424
-5% -$13.3K 0.21% 106
2021
Q4
$296K Buy
+8,871
New +$296K 0.19% 99