GYL Financial Synergies’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
-74,998
Closed -$1.29M 377
2023
Q4
$1.29M Sell
74,998
-37,880
-34% -$653K 0.11% 162
2023
Q3
$1.72M Sell
112,878
-2,036
-2% -$31.1K 0.17% 121
2023
Q2
$2.17M Sell
114,914
-1,824
-2% -$34.4K 0.2% 104
2023
Q1
$2.26M Buy
+116,738
New +$2.26M 0.27% 79