Mark Sheptoff Financial Planning’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-377	Closed	-$7.11K	–	394
2023 Q2	$7.11K	Hold	377	–	–	﹤0.01%	297
2023 Q1	$7.29K	Hold	377	–	–	﹤0.01%	284
2022 Q4	$7.27K	Hold	377	–	–	﹤0.01%	287
2022 Q3	$8K	Hold	377	–	–	﹤0.01%	266
2022 Q2	$11K	Hold	377	–	–	0.01%	253
2022 Q1	$12K	Hold	377	–	–	0.01%	286
2021 Q4	$13K	Hold	377	–	–	0.01%	293
2021 Q3	$11K	Hold	377	–	–	0.01%	299
2021 Q2	$10K	Hold	377	–	–	0.01%	326
2021 Q1	$10K	Hold	377	–	–	0.01%	287
2020 Q4	$10K	Buy	+377	New	+$10K	0.01%	268
2020 Q3	–	Sell	-377	Closed	-$10K	–	347
2020 Q2	$10K	Hold	377	–	–	0.01%	261
2020 Q1	$9K	Hold	377	–	–	0.01%	245
2019 Q4	$11K	Hold	377	–	–	0.01%	275
2019 Q3	$11K	Buy	+377	New	+$11K	0.01%	264