Lido Advisors’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 |
-31,589
| Closed | -$482K | – | 1193 |
|
|
2023
Q3 | $482K | Sell |
31,589
-2,747
| -8% | -$41.9K | ﹤0.01% | 680 |
|
|
2023
Q2 | $648K | Sell |
34,336
-1,641
| -5% | -$30.9K | ﹤0.01% | 590 |
|
|
2023
Q1 | $695K | Buy |
35,977
+3,311
| +10% | +$64K | 0.01% | 515 |
|
|
2022
Q4 | $629K | Buy |
32,666
+63
| +0.2% | +$1.21K | 0.01% | 466 |
|
|
2022
Q3 | $679K | Sell |
32,603
-214
| -0.7% | -$4.46K | 0.01% | 418 |
|
|
2022
Q2 | $915K | Buy |
32,817
+778
| +2% | +$21.7K | 0.01% | 330 |
|
|
2022
Q1 | $1M | Buy |
32,039
+1,160
| +4% | +$36.4K | 0.01% | 352 |
|
|
2021
Q4 | $1.03M | Buy |
30,879
+283
| +0.9% | +$9.45K | 0.01% | 373 |
|
|
2021
Q3 | $907K | Buy |
30,596
+1,121
| +4% | +$33.2K | 0.01% | 385 |
|
|
2021
Q2 | $789K | Buy |
29,475
+2,591
| +10% | +$69.4K | 0.01% | 378 |
|
|
2021
Q1 | $750K | Buy |
26,884
+489
| +2% | +$13.6K | 0.01% | 360 |
|
|
2020
Q4 | $726K | Buy |
26,395
+1,111
| +4% | +$30.6K | 0.02% | 350 |
|
|
2020
Q3 | $657K | Buy |
25,284
+524
| +2% | +$13.6K | 0.02% | 298 |
|
|
2020
Q2 | $657K | Buy |
+24,760
| New | +$657K | 0.02% | 266 |
|