Optimum Investment Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-100
| Closed | -$3K | – | 948 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 856 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 856 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 818 |
|
|
2020
Q3 | $3K | Sell |
100
-180
| -64% | -$5.4K | ﹤0.01% | 802 |
|
|
2020
Q2 | $8K | Hold |
280
| – | – | ﹤0.01% | 720 |
|
|
2020
Q1 | $8K | Hold |
280
| – | – | ﹤0.01% | 717 |
|
|
2019
Q4 | $9K | Hold |
280
| – | – | ﹤0.01% | 793 |
|
|
2019
Q3 | $9K | Buy |
280
+53
| +23% | +$1.7K | ﹤0.01% | 828 |
|
|
2019
Q2 | $7K | Hold |
227
| – | – | ﹤0.01% | 830 |
|
|
2019
Q1 | $7K | Hold |
227
| – | – | ﹤0.01% | 870 |
|
|
2018
Q4 | $6K | Hold |
227
| – | – | ﹤0.01% | 839 |
|
|
2018
Q3 | $7K | Hold |
227
| – | – | ﹤0.01% | 897 |
|
|
2018
Q2 | $7K | Buy |
227
+127
| +127% | +$3.92K | ﹤0.01% | 904 |
|
|
2018
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 941 |
|
|
2015
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 964 |
|