MONECO Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,500
| Closed | -$209K | – | 253 |
|
|
2022
Q2 | $209K | Hold |
7,500
| – | – | 0.08% | 231 |
|
|
2022
Q1 | $235K | Hold |
7,500
| – | – | 0.09% | 215 |
|
|
2021
Q4 | $241K | Hold |
7,500
| – | – | 0.09% | 210 |
|
|
2021
Q3 | $222K | Sell |
7,500
-3,282
| -30% | -$97.1K | 0.09% | 226 |
|
|
2021
Q2 | $288K | Buy |
10,782
+37
| +0.3% | +$988 | 0.13% | 159 |
|
|
2021
Q1 | $296K | Hold |
10,745
| – | – | 0.14% | 149 |
|
|
2020
Q4 | $304K | Buy |
10,745
+77
| +0.7% | +$2.18K | 0.17% | 129 |
|
|
2020
Q3 | $277K | Buy |
10,668
+38
| +0.4% | +$987 | 0.18% | 115 |
|
|
2020
Q2 | $282K | Buy |
10,630
+1,537
| +17% | +$40.8K | 0.22% | 105 |
|
|
2020
Q1 | $221K | Buy |
+9,093
| New | +$221K | 0.23% | 103 |
|