Kovack Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,177
| Closed | -$440K | – | 738 |
|
|
2021
Q4 | $440K | Buy |
13,177
+1,126
| +9% | +$37.6K | 0.04% | 413 |
|
|
2021
Q3 | $357K | Buy |
12,051
+2
| +0% | +$59 | 0.04% | 470 |
|
|
2021
Q2 | $322K | Buy |
12,049
+627
| +5% | +$16.8K | 0.04% | 489 |
|
|
2021
Q1 | $315K | Sell |
11,422
-1,249
| -10% | -$34.4K | 0.04% | 441 |
|
|
2020
Q4 | $349K | Sell |
12,671
-410
| -3% | -$11.3K | 0.05% | 359 |
|
|
2020
Q3 | $340K | Hold |
13,081
| – | – | 0.06% | 303 |
|
|
2020
Q2 | $347K | Buy |
13,081
+251
| +2% | +$6.66K | 0.07% | 288 |
|
|
2020
Q1 | $312K | Hold |
12,830
| – | – | 0.07% | 278 |
|
|
2019
Q4 | $388K | Buy |
12,830
+1,000
| +8% | +$30.2K | 0.07% | 304 |
|
|
2019
Q3 | $348K | Sell |
11,830
-4,832
| -29% | -$142K | 0.07% | 299 |
|
|
2019
Q2 | $457K | Buy |
16,662
+1,250
| +8% | +$34.3K | 0.1% | 220 |
|
|
2019
Q1 | $441K | Hold |
15,412
| – | – | 0.11% | 214 |
|
|
2018
Q4 | $390K | Buy |
15,412
+500
| +3% | +$12.7K | 0.11% | 208 |
|
|
2018
Q3 | $398K | Hold |
14,912
| – | – | 0.1% | 241 |
|
|
2018
Q2 | $402K | Hold |
14,912
| – | – | 0.11% | 217 |
|
|
2018
Q1 | $394K | Sell |
14,912
-683
| -4% | -$18K | 0.1% | 233 |
|
|
2017
Q4 | $468K | Buy |
15,595
+771
| +5% | +$23.1K | 0.12% | 203 |
|
|
2017
Q3 | $442K | Buy |
14,824
+419
| +3% | +$12.5K | 0.15% | 163 |
|
|
2017
Q2 | $448K | Buy |
14,405
+340
| +2% | +$10.6K | 0.14% | 175 |
|
|
2017
Q1 | $442K | Sell |
14,065
-59
| -0.4% | -$1.85K | 0.17% | 137 |
|
|
2016
Q4 | $411K | Buy |
14,124
+2
| +0% | +$58 | 0.2% | 125 |
|
|
2016
Q3 | $461K | Buy |
+14,122
| New | +$461K | 0.22% | 111 |
|
|
2014
Q1 | – | Sell |
-5,134
| Closed | -$103K | – | 71 |
|
|
2013
Q4 | $103K | Buy |
+5,134
| New | +$103K | 0.56% | 51 |
|