Pathstone Family Office’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.56M | Buy |
102,321
+35,793
| +54% | +$547K | 0.01% | 535 |
|
|
2023
Q2 | $1.25M | Buy |
66,528
+20,856
| +46% | +$393K | 0.02% | 416 |
|
|
2023
Q1 | $883K | Sell |
45,672
-44,822
| -50% | -$866K | 0.01% | 486 |
|
|
2022
Q4 | $1.74M | Sell |
90,494
-2,184
| -2% | -$42.1K | 0.01% | 543 |
|
|
2022
Q3 | $1.93M | Buy |
+92,678
| New | +$1.93M | 0.02% | 454 |
|