Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-50
| Closed | -$1K | – | 2663 |
|
|
2019
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2541 |
|
|
2019
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2484 |
|
|
2018
Q2 | – | Sell |
-137
| Closed | -$3K | – | 2368 |
|
|
2018
Q1 | $3K | Hold |
137
| – | – | ﹤0.01% | 2003 |
|
|
2017
Q4 | $4K | Hold |
137
| – | – | ﹤0.01% | 1918 |
|
|
2017
Q3 | $4K | Hold |
137
| – | – | ﹤0.01% | 1866 |
|
|
2017
Q2 | $4K | Hold |
137
| – | – | ﹤0.01% | 1826 |
|
|
2017
Q1 | $4K | Hold |
137
| – | – | ﹤0.01% | 1782 |
|
|
2016
Q4 | $4K | Sell |
137
-200
| -59% | -$5.84K | ﹤0.01% | 1730 |
|
|
2016
Q3 | $11K | Hold |
337
| – | – | ﹤0.01% | 1353 |
|
|
2016
Q2 | $11K | Hold |
337
| – | – | ﹤0.01% | 1313 |
|
|
2016
Q1 | $10K | Buy |
+337
| New | +$10K | ﹤0.01% | 1323 |
|