Lucia Wealth Services’s Healthcare Realty HR Stock Holding History

Lucia Wealth Services’s Portfolio HR Stock Details HR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$12K	Hold
2019 Q4	$15K	Hold
2019 Q3	$15K	Hold
2019 Q2	$14K	Hold
2019 Q1	$14K	Buy
2018 Q4	–	Sell
2018 Q3	$13K	Hold
2018 Q2	$13K	Hold
2018 Q1	$13K	Buy