Northwest Wealth Management’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 |
-5,750
| Closed | -$164K | – | 286 |
|
|
2019
Q1 | $164K | Hold |
5,750
| – | – | 0.12% | 124 |
|
|
2018
Q4 | $146K | Hold |
5,750
| – | – | 0.12% | 116 |
|
|
2018
Q3 | $153K | Hold |
5,750
| – | – | 0.11% | 122 |
|
|
2018
Q2 | $155K | Hold |
5,750
| – | – | 0.12% | 120 |
|
|
2018
Q1 | $152K | Buy |
+5,750
| New | +$152K | 0.11% | 120 |
|