Jeppson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,717
| Closed | -$286K | – | 208 |
|
|
2022
Q3 | $286K | Sell |
13,717
-5,624
| -29% | -$117K | 0.13% | 143 |
|
|
2022
Q2 | $540K | Buy |
19,341
+1,376
| +8% | +$38.4K | 0.23% | 95 |
|
|
2022
Q1 | $563K | Buy |
17,965
+350
| +2% | +$11K | 0.26% | 88 |
|
|
2021
Q4 | $588K | Sell |
17,615
-6
| -0% | -$200 | 0.28% | 79 |
|
|
2021
Q3 | $522K | Buy |
17,621
+1,350
| +8% | +$40K | 0.27% | 83 |
|
|
2021
Q2 | $434K | Sell |
16,271
-34
| -0.2% | -$907 | 0.24% | 91 |
|
|
2021
Q1 | $449K | Buy |
16,305
+865
| +6% | +$23.8K | 0.27% | 85 |
|
|
2020
Q4 | $425K | Buy |
15,440
+7,265
| +89% | +$200K | 0.28% | 85 |
|
|
2020
Q3 | $213K | Buy |
+8,175
| New | +$213K | 0.17% | 108 |
|