Reilly Financial Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $37K | Buy |
+1,100
| New | +$37K | ﹤0.01% | 452 |
|
|
2021
Q3 | – | Sell |
-1,100
| Closed | -$29K | – | 975 |
|
|
2021
Q2 | $29K | Hold |
1,100
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $30K | Hold |
1,100
| – | – | ﹤0.01% | 454 |
|
|
2020
Q4 | $30K | Buy |
+1,100
| New | +$30K | ﹤0.01% | 410 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$23K | – | 838 |
|
|
2014
Q3 | $23K | Hold |
1,000
| – | – | 0.01% | 371 |
|
|
2014
Q2 | $24K | Hold |
1,000
| – | – | 0.01% | 379 |
|
|
2014
Q1 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 406 |
|