Glassman Wealth Services’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-351
| Closed | -$6.05K | – | 921 |
|
|
2023
Q4 | $6.05K | Buy |
351
+258
| +277% | +$4.45K | ﹤0.01% | 1023 |
|
|
2023
Q3 | $1.42K | Sell |
93
-5
| -5% | -$76 | ﹤0.01% | 1444 |
|
|
2023
Q2 | $1.85K | Buy |
98
+93
| +1,860% | +$1.75K | ﹤0.01% | 1277 |
|
|
2023
Q1 | $97 | Sell |
5
-6
| -55% | -$116 | ﹤0.01% | 1877 |
|
|
2022
Q4 | $212 | Sell |
11
-162
| -94% | -$3.12K | ﹤0.01% | 1782 |
|
|
2022
Q3 | $4K | Sell |
173
-30
| -15% | -$694 | ﹤0.01% | 1049 |
|
|
2022
Q2 | $6K | Sell |
203
-8
| -4% | -$236 | ﹤0.01% | 949 |
|
|
2022
Q1 | $7K | Buy |
211
+15
| +8% | +$498 | ﹤0.01% | 925 |
|
|
2021
Q4 | $7K | Hold |
196
| – | – | ﹤0.01% | 896 |
|
|
2021
Q3 | $6K | Buy |
196
+23
| +13% | +$704 | ﹤0.01% | 909 |
|
|
2021
Q2 | $5K | Buy |
173
+23
| +15% | +$665 | ﹤0.01% | 916 |
|
|
2021
Q1 | $4K | Sell |
150
-42
| -22% | -$1.12K | ﹤0.01% | 928 |
|
|
2020
Q4 | $5K | Sell |
192
-28
| -13% | -$729 | ﹤0.01% | 861 |
|
|
2020
Q3 | $6K | Buy |
220
+96
| +77% | +$2.62K | ﹤0.01% | 736 |
|
|
2020
Q2 | $3K | Buy |
124
+28
| +29% | +$677 | ﹤0.01% | 750 |
|
|
2020
Q1 | $2K | Sell |
96
-8
| -8% | -$167 | ﹤0.01% | 708 |
|
|
2019
Q4 | $3K | Hold |
104
| – | – | ﹤0.01% | 677 |
|
|
2019
Q3 | $3K | Buy |
104
+14
| +16% | +$404 | ﹤0.01% | 624 |
|
|
2019
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 723 |
|
|
2019
Q1 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 626 |
|