Lee Financial’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-90
| Closed | -$1.38K | – | 891 |
|
|
2023
Q3 | $1.38K | Buy |
+90
| New | +$1.38K | ﹤0.01% | 749 |
|
|
2018
Q3 | – | Sell |
-112
| Closed | -$3K | – | 569 |
|
|
2018
Q2 | $3K | Sell |
112
-2,700
| -96% | -$72.3K | ﹤0.01% | 687 |
|
|
2018
Q1 | $74K | Buy |
2,812
+2,012
| +252% | +$52.9K | 0.02% | 233 |
|
|
2017
Q4 | $24K | Hold |
800
| – | – | 0.01% | 238 |
|
|
2017
Q3 | $24K | Hold |
800
| – | – | 0.01% | 230 |
|
|
2017
Q2 | $25K | Buy |
+800
| New | +$25K | 0.01% | 229 |
|