Personal Wealth Partners’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-44,332
| Closed | -$1.39M | – | 21 |
|
|
2022
Q1 | $1.39M | Hold |
44,332
| – | – | 0.61% | 23 |
|
|
2021
Q4 | $1.48M | Sell |
44,332
-300
| -0.7% | -$10K | 0.61% | 25 |
|
|
2021
Q3 | $1.32M | Hold |
44,632
| – | – | 0.56% | 25 |
|
|
2021
Q2 | $1.19M | Hold |
44,632
| – | – | 0.48% | 28 |
|
|
2021
Q1 | $1.23M | Hold |
44,632
| – | – | 0.56% | 27 |
|
|
2020
Q4 | $1.23M | Hold |
44,632
| – | – | 0.57% | 21 |
|
|
2020
Q3 | $1.16M | Sell |
44,632
-500
| -1% | -$13K | 0.61% | 20 |
|
|
2020
Q2 | $1.2M | Hold |
45,132
| – | – | 0.66% | 20 |
|
|
2020
Q1 | $1.1M | Sell |
45,132
-4,462
| -9% | -$108K | 0.66% | 20 |
|
|
2019
Q4 | $1.5M | Hold |
49,594
| – | – | 0.65% | 21 |
|
|
2019
Q3 | $1.46M | Sell |
49,594
-208
| -0.4% | -$6.11K | 0.67% | 21 |
|
|
2019
Q2 | $1.37M | Hold |
49,802
| – | – | 0.65% | 19 |
|
|
2019
Q1 | $1.42M | Sell |
49,802
-408
| -0.8% | -$11.7K | 0.76% | 18 |
|
|
2018
Q4 | $1.27M | Buy |
+50,210
| New | +$1.27M | 0.8% | 13 |
|