J.P. Morgan Private Wealth Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $749K | Sell |
49,048
-6,249
| -11% | -$95.4K | ﹤0.01% | 1086 |
|
|
2023
Q2 | $1.04M | Sell |
55,297
-476
| -0.9% | -$8.98K | 0.01% | 748 |
|
|
2023
Q1 | $1.08M | Buy |
55,773
+5,808
| +12% | +$112K | ﹤0.01% | 1130 |
|
|
2022
Q4 | $963K | Buy |
49,965
+3,833
| +8% | +$73.9K | ﹤0.01% | 1165 |
|
|
2022
Q3 | $962K | Buy |
46,132
+30,313
| +192% | +$632K | ﹤0.01% | 1152 |
|
|
2022
Q2 | $442K | Sell |
15,819
-7,704
| -33% | -$215K | ﹤0.01% | 1501 |
|
|
2022
Q1 | $737K | Buy |
23,523
+2,892
| +14% | +$90.6K | ﹤0.01% | 1355 |
|
|
2021
Q4 | $689K | Buy |
20,631
+387
| +2% | +$12.9K | ﹤0.01% | 1416 |
|
|
2021
Q3 | $600K | Buy |
20,244
+6,948
| +52% | +$206K | ﹤0.01% | 1426 |
|
|
2021
Q2 | $355K | Buy |
13,296
+1,024
| +8% | +$27.3K | ﹤0.01% | 1621 |
|
|
2021
Q1 | $338K | Sell |
12,272
-1,583
| -11% | -$43.6K | ﹤0.01% | 1474 |
|
|
2020
Q4 | $382K | Buy |
13,855
+4,816
| +53% | +$133K | ﹤0.01% | 1397 |
|
|
2020
Q3 | $235K | Sell |
9,039
-2,370
| -21% | -$61.6K | ﹤0.01% | 1466 |
|
|
2020
Q2 | $303K | Buy |
+11,409
| New | +$303K | ﹤0.01% | 1301 |
|
|
2018
Q3 | – | Sell |
-8,867
| Closed | -$239K | – | 1583 |
|
|
2018
Q2 | $239K | Buy |
+8,867
| New | +$239K | ﹤0.01% | 1293 |
|