Pasadena Private Wealth’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,369
| Closed | -$188K | – | 153 |
|
|
2024
Q3 | $188K | Sell |
10,369
-796
| -7% | -$14.4K | 0.04% | 142 |
|
|
2024
Q2 | $184K | Sell |
11,165
-716
| -6% | -$11.8K | 0.04% | 138 |
|
|
2024
Q1 | $168K | Sell |
11,881
-1,305
| -10% | -$18.5K | 0.04% | 138 |
|
|
2023
Q4 | $227K | Buy |
+13,186
| New | +$227K | 0.06% | 132 |
|