ICA Group 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
Q2 | – | Sell |
-315
| Closed | -$4.46K | – | 1014 |
|
|
2024
Q1 | $4.46K | Buy |
+315
| New | +$4.46K | ﹤0.01% | 1059 |
|
|
2023
Q3 | – | Sell |
-1,993
| Closed | -$37.6K | – | 653 |
|
|
2023
Q2 | $37.6K | Sell |
1,993
-3,800
| -66% | -$71.7K | 0.01% | 554 |
|
|
2023
Q1 | $112K | Sell |
5,793
-580
| -9% | -$11.2K | 0.03% | 325 |
|
|
2022
Q4 | $123K | Sell |
6,373
-16,606
| -72% | -$320K | 0.03% | 321 |
|
|
2022
Q3 | $479K | Hold |
22,979
| – | – | 0.1% | 197 |
|
|
2022
Q2 | $613K | Buy |
22,979
+4
| +0% | +$107 | 0.11% | 170 |
|
|
2022
Q1 | $682K | Buy |
+22,975
| New | +$682K | 0.13% | 158 |
|