J.P. Morgan Private Wealth 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
Q2 | – | Sell |
-22,434
| Closed | -$616K | – | 2078 |
|
2022
Q1 | $616K | Buy |
22,434
+2,751
| +14% | +$75.5K | ﹤0.01% | 1443 |
|
2021
Q4 | $623K | Buy |
19,683
+418
| +2% | +$13.2K | ﹤0.01% | 1462 |
|
2021
Q3 | $574K | Sell |
19,265
-437
| -2% | -$13K | ﹤0.01% | 1448 |
|
2021
Q2 | $595K | Buy |
19,702
+708
| +4% | +$21.4K | ﹤0.01% | 1414 |
|
2021
Q1 | $576K | Buy |
18,994
+5,613
| +42% | +$170K | ﹤0.01% | 1255 |
|
2020
Q4 | $396K | Sell |
13,381
-2,037
| -13% | -$60.3K | ﹤0.01% | 1377 |
|
2020
Q3 | $464K | Buy |
+15,418
| New | +$464K | ﹤0.01% | 1193 |
|