Morse Asset Management’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 |
-11,350
| Closed | -$317K | – | 133 |
|
|
2022
Q2 | $317K | Sell |
11,350
-4,000
| -26% | -$112K | 0.1% | 124 |
|
|
2022
Q1 | $481K | Buy |
15,350
+4,050
| +36% | +$127K | 0.12% | 124 |
|
|
2021
Q4 | $377K | Buy |
11,300
+3,500
| +45% | +$117K | 0.08% | 139 |
|
|
2021
Q3 | $231K | Buy |
+7,800
| New | +$231K | 0.06% | 149 |
|