Lucia Wealth Services’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 | – | Sell |
-500
| Closed | -$12K | – | 182 |
|
|
2020
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 182 |
|
|
2019
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 174 |
|
|
2019
Q3 | $15K | Hold |
500
| – | – | 0.01% | 155 |
|
|
2019
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 163 |
|
|
2019
Q1 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 177 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$13K | – | 195 |
|
|
2018
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 205 |
|
|
2018
Q2 | $13K | Hold |
500
| – | – | 0.01% | 190 |
|
|
2018
Q1 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 182 |
|