Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.87K | Sell |
235
-509
| -68% | -$8.39K | ﹤0.01% | 769 |
|
|
2024
Q1 | $10.5K | Sell |
744
-574
| -44% | -$8.12K | ﹤0.01% | 670 |
|
|
2023
Q4 | $22.7K | Buy |
1,318
+1,303
| +8,687% | +$22.5K | 0.01% | 524 |
|
|
2023
Q3 | $230 | Hold |
15
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q2 | $283 | Hold |
15
| – | – | ﹤0.01% | 944 |
|
|
2023
Q1 | $293 | Sell |
15
-125
| -89% | -$2.44K | ﹤0.01% | 946 |
|
|
2022
Q4 | $2.95K | Buy |
+140
| New | +$2.95K | ﹤0.01% | 727 |
|
|
2019
Q3 | – | Sell |
-740
| Closed | -$20K | – | 178 |
|
|
2019
Q2 | $20K | Buy |
+740
| New | +$20K | 0.01% | 108 |
|