Grimes & Company’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,479
| Closed | -$197K | – | 170 |
|
|
2014
Q3 | $197K | Hold |
8,479
| – | – | 0.05% | 147 |
|
|
2014
Q2 | $204K | Hold |
8,479
| – | – | 0.05% | 150 |
|
|
2014
Q1 | $193K | Hold |
8,479
| – | – | 0.05% | 140 |
|
|
2013
Q4 | $167K | Buy |
8,479
+3,370
| +66% | +$66.4K | 0.05% | 134 |
|
|
2013
Q3 | $107K | Buy |
+5,109
| New | +$107K | 0.04% | 130 |
|