Mosaic Family Wealth’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$29K | – | 365 |
|
|
2019
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 386 |
|
|
2018
Q4 | $25K | Hold |
1,000
| – | – | 0.01% | 399 |
|
|
2018
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 400 |
|
|
2018
Q2 | $27K | Hold |
1,000
| – | – | 0.01% | 416 |
|
|
2018
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 399 |
|
|
2017
Q4 | $30K | Hold |
1,000
| – | – | 0.01% | 395 |
|
|
2017
Q3 | $30K | Hold |
1,000
| – | – | 0.01% | 406 |
|
|
2017
Q2 | $31K | Hold |
1,000
| – | – | 0.01% | 369 |
|
|
2017
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 383 |
|
|
2016
Q4 | $29K | Hold |
1,000
| – | – | 0.01% | 391 |
|
|
2016
Q3 | $33K | Hold |
1,000
| – | – | 0.02% | 377 |
|
|
2016
Q2 | $33K | Hold |
1,000
| – | – | 0.02% | 381 |
|
|
2016
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 387 |
|
|
2015
Q4 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 407 |
|