LWAM
HR
Legacy Wealth Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,068
| Closed | -$247K | – | 382 |
|
|
2022
Q2 | $247K | Sell |
9,068
-30
| -0.3% | -$817 | 0.1% | 260 |
|
|
2022
Q1 | $250K | Buy |
9,098
+420
| +5% | +$11.5K | 0.09% | 268 |
|
|
2021
Q4 | $275K | Buy |
8,678
+153
| +2% | +$4.85K | 0.09% | 269 |
|
|
2021
Q3 | $254K | Sell |
8,525
-56
| -0.7% | -$1.67K | 0.12% | 260 |
|
|
2021
Q2 | $259K | Buy |
8,581
+94
| +1% | +$2.84K | 0.12% | 266 |
|
|
2021
Q1 | $257K | Sell |
8,487
-164
| -2% | -$4.97K | 0.12% | 259 |
|
|
2020
Q4 | $256K | Buy |
+8,651
| New | +$256K | 0.13% | 254 |
|