IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,649
| Closed | -$232K | – | 600 |
|
|
2019
Q4 | $232K | Sell |
7,649
-236
| -3% | -$7.16K | 0.03% | 526 |
|
|
2019
Q3 | $232K | Buy |
+7,885
| New | +$232K | 0.03% | 496 |
|
|
2019
Q2 | – | Sell |
-12,067
| Closed | -$345K | – | 555 |
|
|
2019
Q1 | $345K | Buy |
12,067
+51
| +0.4% | +$1.46K | 0.06% | 333 |
|
|
2018
Q4 | $304K | Sell |
12,016
-175
| -1% | -$4.43K | 0.06% | 328 |
|
|
2018
Q3 | $325K | Sell |
12,191
-459
| -4% | -$12.2K | 0.07% | 301 |
|
|
2018
Q2 | $341K | Sell |
12,650
-6,498
| -34% | -$175K | 0.09% | 275 |
|
|
2018
Q1 | $489K | Buy |
19,148
+402
| +2% | +$10.3K | 0.13% | 188 |
|
|
2017
Q4 | $542K | Buy |
+18,746
| New | +$542K | 0.14% | 177 |
|