SWM
HR
Segment Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,000
| Closed | -$567K | – | 238 |
|
|
2019
Q4 | $567K | Hold |
17,000
| – | – | 0.1% | 136 |
|
|
2019
Q3 | $570K | Hold |
17,000
| – | – | 0.11% | 117 |
|
|
2019
Q2 | $532K | Hold |
17,000
| – | – | 0.11% | 124 |
|
|
2019
Q1 | $546K | Hold |
17,000
| – | – | 0.12% | 122 |
|
|
2018
Q4 | $483K | Hold |
17,000
| – | – | 0.12% | 117 |
|
|
2018
Q3 | $497K | Hold |
17,000
| – | – | 0.11% | 130 |
|
|
2018
Q2 | $494K | Hold |
17,000
| – | – | 0.12% | 131 |
|
|
2018
Q1 | $471K | Hold |
17,000
| – | – | 0.12% | 125 |
|
|
2017
Q4 | $546K | Hold |
17,000
| – | – | 0.13% | 123 |
|
|
2017
Q3 | $550K | Hold |
17,000
| – | – | 0.15% | 119 |
|
|
2017
Q2 | $581K | Hold |
17,000
| – | – | 0.16% | 111 |
|
|
2017
Q1 | $553K | Hold |
17,000
| – | – | 0.18% | 103 |
|
|
2016
Q4 | $515K | Hold |
17,000
| – | – | 0.19% | 103 |
|
|
2016
Q3 | $579K | Hold |
17,000
| – | – | 0.23% | 95 |
|
|
2016
Q2 | $595K | Hold |
17,000
| – | – | 0.25% | 84 |
|
|
2016
Q1 | $525K | Hold |
17,000
| – | – | 0.2% | 93 |
|
|
2015
Q4 | $481K | Hold |
17,000
| – | – | 0.18% | 95 |
|
|
2015
Q3 | $422K | Hold |
17,000
| – | – | 0.16% | 100 |
|
|
2015
Q2 | $395K | Hold |
17,000
| – | – | 0.14% | 111 |
|
|
2015
Q1 | $472K | Hold |
17,000
| – | – | 0.16% | 103 |
|
|
2014
Q4 | $464K | Hold |
17,000
| – | – | 0.18% | 97 |
|
|
2014
Q3 | $403K | Hold |
17,000
| – | – | 0.15% | 116 |
|
|
2014
Q2 | $432K | Buy |
17,000
+500
| +3% | +$12.7K | 0.17% | 114 |
|
|
2014
Q1 | $398K | Hold |
16,500
| – | – | 0.19% | 106 |
|
|
2013
Q4 | $352K | Hold |
16,500
| – | – | 0.17% | 106 |
|
|
2013
Q3 | $381K | Buy |
16,500
+1,500
| +10% | +$34.6K | 0.21% | 99 |
|
|
2013
Q2 | $383K | Buy |
+15,000
| New | +$383K | 0.23% | 90 |
|