Heirloom Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,019
| Closed | -$231K | – | 48 |
|
|
2024
Q2 | $231K | Sell |
14,019
-6,868
| -33% | -$113K | 0.07% | 44 |
|
|
2024
Q1 | $296K | Sell |
20,887
-489
| -2% | -$6.92K | 0.1% | 42 |
|
|
2023
Q4 | $368K | Sell |
21,376
-463
| -2% | -$7.98K | 0.14% | 42 |
|
|
2023
Q3 | $333K | Sell |
21,839
-218
| -1% | -$3.33K | 0.15% | 44 |
|
|
2023
Q2 | $416K | Hold |
22,057
| – | – | 0.18% | 43 |
|
|
2023
Q1 | $426K | Buy |
22,057
+65
| +0.3% | +$1.26K | 0.2% | 40 |
|
|
2022
Q4 | $424K | Buy |
+21,992
| New | +$424K | 0.26% | 38 |
|