Heritage Wealth Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-450
| Closed | -$12K | – | 589 |
|
|
2022
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $14K | Hold |
450
| – | – | ﹤0.01% | 429 |
|
|
2021
Q3 | $13.4K | Hold |
450
| – | – | ﹤0.01% | 426 |
|
|
2021
Q2 | $13.6K | Hold |
450
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $13.6K | Sell |
450
-46
| -9% | -$1.4K | ﹤0.01% | 450 |
|
|
2020
Q4 | $15K | Buy |
496
+46
| +10% | +$1.39K | ﹤0.01% | 438 |
|
|
2020
Q3 | $13.6K | Hold |
450
| – | – | ﹤0.01% | 384 |
|
|
2020
Q2 | $13.2K | Hold |
450
| – | – | ﹤0.01% | 366 |
|
|
2020
Q1 | $12.6K | Hold |
450
| – | – | ﹤0.01% | 359 |
|
|
2019
Q4 | $15K | Hold |
450
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $15K | Hold |
450
| – | – | ﹤0.01% | 368 |
|
|
2019
Q2 | $14.1K | Hold |
450
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $14.5K | Hold |
450
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $12K | Hold |
450
| – | – | ﹤0.01% | 301 |
|
|
2018
Q3 | $13K | Buy |
+450
| New | +$13K | ﹤0.01% | 290 |
|