IFP 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
Q4 | – | Sell |
-805
| Closed | -$24K | – | 5004 |
|
|
2022
Q3 | $24K | Hold |
805
| – | – | ﹤0.01% | 2948 |
|
|
2022
Q2 | $24K | Hold |
805
| – | – | ﹤0.01% | 2710 |
|
|
2022
Q1 | $24K | Buy |
805
+296
| +58% | +$8.83K | ﹤0.01% | 2710 |
|
|
2021
Q4 | $17K | Buy |
509
+9
| +2% | +$301 | ﹤0.01% | 1992 |
|
|
2021
Q3 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 2069 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5688 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5499 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5241 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5027 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4774 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4613 |
|
|
2019
Q4 | – | Sell |
-168
| Closed | -$6K | – | 4123 |
|
|
2019
Q3 | $6K | Buy |
+168
| New | +$6K | ﹤0.01% | 2301 |
|
|
2019
Q1 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 1907 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$4K | – | 4099 |
|
|
2018
Q3 | $4K | Buy |
150
+21
| +16% | +$560 | ﹤0.01% | 3332 |
|
|
2018
Q2 | $4K | Hold |
129
| – | – | ﹤0.01% | 3392 |
|
|
2018
Q1 | $4K | Hold |
129
| – | – | ﹤0.01% | 3339 |
|
|
2017
Q4 | $4K | Sell |
129
-461
| -78% | -$14.3K | ﹤0.01% | 3338 |
|
|
2017
Q3 | $19K | Hold |
590
| – | – | ﹤0.01% | 2621 |
|
|
2017
Q2 | $20K | Buy |
590
+25
| +4% | +$847 | ﹤0.01% | 2582 |
|
|
2017
Q1 | $18K | Hold |
565
| – | – | ﹤0.01% | 2564 |
|
|
2016
Q4 | $17K | Buy |
565
+158
| +39% | +$4.75K | ﹤0.01% | 2576 |
|
|
2016
Q3 | $14K | Sell |
407
-397
| -49% | -$13.7K | ﹤0.01% | 2639 |
|
|
2016
Q2 | $28K | Buy |
804
+636
| +379% | +$22.1K | ﹤0.01% | 2129 |
|
|
2016
Q1 | $5K | Sell |
168
-708
| -81% | -$21.1K | ﹤0.01% | 1907 |
|
|
2015
Q4 | $25K | Buy |
+876
| New | +$25K | ﹤0.01% | 2036 |
|