Jones Financial Companies’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4K | Sell |
1,867
-144
| -7% | -$2.27K | ﹤0.01% | 2440 |
|
|
2025
Q1 | $33.7K | Sell |
2,011
-1,056
| -34% | -$17.7K | ﹤0.01% | 2215 |
|
|
2024
Q4 | $52K | Buy |
3,067
+1,249
| +69% | +$21.2K | ﹤0.01% | 1865 |
|
|
2024
Q3 | $33K | Buy |
1,818
+320
| +21% | +$5.81K | ﹤0.01% | 1785 |
|
|
2024
Q2 | $24.7K | Hold |
1,498
| – | – | ﹤0.01% | 1479 |
|
|
2024
Q1 | $21.2K | Buy |
+1,498
| New | +$21.2K | ﹤0.01% | 892 |
|
|
2013
Q4 | – | Sell |
-887
| Closed | -$19K | – | 384 |
|
|
2013
Q3 | $19K | Hold |
887
| – | – | ﹤0.01% | 423 |
|
|
2013
Q2 | $20K | Buy |
+887
| New | +$20K | ﹤0.01% | 468 |
|