RE Dickinson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-980
| Closed | -$15K | – | 244 |
|
|
2023
Q3 | $15K | Hold |
980
| – | – | 0.01% | 150 |
|
|
2023
Q2 | $18K | Hold |
980
| – | – | 0.01% | 221 |
|
|
2023
Q1 | $19K | Hold |
980
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $19K | Hold |
980
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $20K | Hold |
980
| – | – | 0.02% | 111 |
|
|
2022
Q2 | $27 | Buy |
+980
| New | +$27 | ﹤0.01% | 104 |
|
|
2022
Q1 | – | Sell |
-980
| Closed | -$33K | – | 300 |
|
|
2021
Q4 | $33K | Buy |
+980
| New | +$33K | 0.03% | 105 |
|