Heritage Wealth Advisors’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 |
-450
| Closed | -$7.75K | – | 560 |
|
|
2023
Q4 | $7.75K | Hold |
450
| – | – | ﹤0.01% | 463 |
|
|
2023
Q3 | $6.87K | Hold |
450
| – | – | ﹤0.01% | 429 |
|
|
2023
Q2 | $8.49K | Hold |
450
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $8.7K | Hold |
450
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $8.67K | Sell |
450
-200
| -31% | -$3.85K | ﹤0.01% | 459 |
|
|
2022
Q3 | $13.6K | Buy |
650
+450
| +225% | +$9.38K | ﹤0.01% | 403 |
|
|
2022
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 485 |
|
|
2022
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $5.93K | Hold |
200
| – | – | ﹤0.01% | 464 |
|
|
2021
Q2 | $5.34K | Hold |
200
| – | – | ﹤0.01% | 478 |
|
|
2021
Q1 | $5.52K | Buy |
+200
| New | +$5.52K | ﹤0.01% | 487 |
|