Institutional & Family Asset Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-133
| Closed | -$3K | – | 747 |
|
|
2022
Q3 | $3K | Buy |
133
+63
| +90% | +$1.42K | ﹤0.01% | 548 |
|
|
2022
Q2 | $2K | Sell |
70
-117
| -63% | -$3.34K | ﹤0.01% | 602 |
|
|
2022
Q1 | $6K | Hold |
187
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $6K | Sell |
187
-32
| -15% | -$1.03K | ﹤0.01% | 525 |
|
|
2021
Q3 | $6K | Hold |
219
| – | – | ﹤0.01% | 627 |
|
|
2021
Q2 | $6K | Sell |
219
-26
| -11% | -$712 | ﹤0.01% | 673 |
|
|
2021
Q1 | $7K | Hold |
245
| – | – | ﹤0.01% | 620 |
|
|
2020
Q4 | $7K | Buy |
245
+29
| +13% | +$829 | ﹤0.01% | 594 |
|
|
2020
Q3 | $6K | Sell |
216
-19
| -8% | -$528 | ﹤0.01% | 556 |
|
|
2020
Q2 | $6K | Hold |
235
| – | – | ﹤0.01% | 557 |
|
|
2020
Q1 | $6K | Hold |
235
| – | – | ﹤0.01% | 522 |
|
|
2019
Q4 | $7K | Hold |
235
| – | – | ﹤0.01% | 552 |
|
|
2019
Q3 | $7K | Buy |
235
+64
| +37% | +$1.91K | ﹤0.01% | 518 |
|
|
2019
Q2 | $5K | Hold |
171
| – | – | ﹤0.01% | 595 |
|
|
2019
Q1 | $5K | Sell |
171
-74
| -30% | -$2.16K | ﹤0.01% | 598 |
|
|
2018
Q4 | $6K | Sell |
245
-60
| -20% | -$1.47K | ﹤0.01% | 563 |
|
|
2018
Q3 | $8K | Hold |
305
| – | – | ﹤0.01% | 553 |
|
|
2018
Q2 | $8K | Buy |
305
+91
| +43% | +$2.39K | ﹤0.01% | 560 |
|
|
2018
Q1 | $6K | Buy |
+214
| New | +$6K | ﹤0.01% | 575 |
|