Kelly Financial Services’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-275
| Closed | -$5.3K | – | 715 |
|
2022
Q4 | $5.3K | Hold |
275
| – | – | ﹤0.01% | 395 |
|
2022
Q3 | $5.73K | Hold |
275
| – | – | ﹤0.01% | 383 |
|
2022
Q2 | $7.68K | Hold |
275
| – | – | ﹤0.01% | 353 |
|
2022
Q1 | $8.62K | Hold |
275
| – | – | ﹤0.01% | 357 |
|
2021
Q4 | $9.18K | Hold |
275
| – | – | ﹤0.01% | 359 |
|
2021
Q3 | $8.16K | Sell |
275
-7,068
| -96% | -$210K | ﹤0.01% | 357 |
|
2021
Q2 | $275K | Buy |
7,343
+7,068
| +2,570% | +$265K | 0.01% | 262 |
|
2021
Q1 | $7.59K | Hold |
275
| – | – | ﹤0.01% | 343 |
|
2020
Q4 | $7.57K | Hold |
275
| – | – | 0.01% | 315 |
|
2020
Q3 | $7.15K | Hold |
275
| – | – | 0.01% | 288 |
|
2020
Q2 | $7.29K | Hold |
275
| – | – | 0.01% | 286 |
|
2020
Q1 | $6.68K | Hold |
275
| – | – | 0.01% | 266 |
|
2019
Q4 | $8.33K | Hold |
275
| – | – | 0.01% | 246 |
|
2019
Q3 | $8.08K | Hold |
275
| – | – | 0.01% | 247 |
|
2019
Q2 | $7.54K | Hold |
275
| – | – | 0.01% | 254 |
|
2019
Q1 | $7.86K | Buy |
+275
| New | +$7.86K | 0.01% | 250 |
|