Lenox Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3K | Hold |
124
| – | – | ﹤0.01% | 590 |
|
|
2020
Q1 | $3K | Hold |
124
| – | – | ﹤0.01% | 551 |
|
|
2019
Q4 | $4K | Sell |
124
-19
| -13% | -$613 | ﹤0.01% | 565 |
|
|
2019
Q3 | $4K | Hold |
143
| – | – | ﹤0.01% | 559 |
|
|
2019
Q2 | $3K | Hold |
143
| – | – | ﹤0.01% | 564 |
|
|
2019
Q1 | $4K | Sell |
143
-1,323
| -90% | -$37K | ﹤0.01% | 539 |
|
|
2018
Q4 | $76K | Sell |
1,466
-82
| -5% | -$4.25K | 0.03% | 185 |
|
|
2018
Q3 | $13K | Buy |
+1,548
| New | +$13K | ﹤0.01% | 374 |
|