Seven Springs Wealth Group’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,287
| Closed | -$118K | – | 108 |
|
|
2021
Q1 | $118K | Hold |
4,287
| – | – | 0.06% | 66 |
|
|
2020
Q4 | $118K | Hold |
4,287
| – | – | 0.06% | 63 |
|
|
2020
Q3 | $111K | Hold |
4,287
| – | – | 0.07% | 63 |
|
|
2020
Q2 | $114K | Sell |
4,287
-28,718
| -87% | -$764K | 0.07% | 60 |
|
|
2020
Q1 | $801K | Sell |
33,005
-3,882
| -11% | -$94.2K | 0.56% | 16 |
|
|
2019
Q4 | $1.12M | Buy |
+36,887
| New | +$1.12M | 0.76% | 15 |
|