Selective Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,600
| Closed | -$33K | – | 376 |
|
|
2022
Q3 | $33K | Sell |
1,600
-1,800
| -53% | -$37.1K | 0.01% | 350 |
|
|
2022
Q2 | $95K | Hold |
3,400
| – | – | 0.03% | 224 |
|
|
2022
Q1 | $107K | Sell |
3,400
-350
| -9% | -$11K | 0.04% | 200 |
|
|
2021
Q4 | $125K | Hold |
3,750
| – | – | 0.05% | 171 |
|
|
2021
Q3 | $111K | Buy |
3,750
+2,225
| +146% | +$65.9K | 0.06% | 168 |
|
|
2021
Q2 | $41K | Buy |
1,525
+900
| +144% | +$24.2K | 0.03% | 207 |
|
|
2021
Q1 | $17K | Buy |
+625
| New | +$17K | 0.02% | 208 |
|