OneDigital Investment Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-838
| Closed | -$23K | – | 782 |
|
|
2019
Q2 | $23K | Hold |
838
| – | – | ﹤0.01% | 767 |
|
|
2019
Q1 | $24K | Hold |
838
| – | – | ﹤0.01% | 679 |
|
|
2018
Q4 | $21K | Hold |
838
| – | – | ﹤0.01% | 683 |
|
|
2018
Q3 | $22K | Hold |
838
| – | – | 0.01% | 635 |
|
|
2018
Q2 | $23K | Buy |
838
+140
| +20% | +$3.84K | ﹤0.01% | 764 |
|
|
2018
Q1 | $18K | Buy |
+698
| New | +$18K | ﹤0.01% | 855 |
|