Insight Wealth Strategies’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,806
| Closed | -$243K | – | 207 |
|
|
2021
Q1 | $243K | Buy |
8,806
+133
| +2% | +$3.67K | 0.03% | 199 |
|
|
2020
Q4 | $239K | Sell |
8,673
-1,171
| -12% | -$32.3K | 0.04% | 196 |
|
|
2020
Q3 | $256K | Buy |
9,844
+764
| +8% | +$19.9K | 0.05% | 163 |
|
|
2020
Q2 | $241K | Buy |
9,080
+318
| +4% | +$8.44K | 0.05% | 149 |
|
|
2020
Q1 | $213K | Buy |
8,762
+144
| +2% | +$3.5K | 0.06% | 138 |
|
|
2019
Q4 | $261K | Buy |
+8,618
| New | +$261K | 0.06% | 177 |
|