Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Healthcare Realty HR Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,238
Closed -$34.2K – 231
2023
Q3 		$34.2K Buy
+2,238
New +$39.7K 0.01% 215

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AAMU
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RIM
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Principal Financial Group
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NI
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Legacy Financial Group (Iowa)'s HR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 2,238 shares — an estimated $34.2K sold.

Legacy Financial Group (Iowa) first reported a position in HR in Q3 2023 and held it in 1 quarter. The position peaked at $34.2K in Q3 2023. 411 funds tracked by Wall St. Rank hold HR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,238 Healthcare Realty shares in Q4 2023, an estimated $34.2K.
  • Legacy Financial Group (Iowa) first reported a position in Healthcare Realty in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Healthcare Realty position peaked at $34.2K in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.