Shelton Capital Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
12,696
-431
| -3% | -$6.84K | ﹤0.01% | 674 |
|
|
2025
Q1 | $222K | Sell |
13,127
-575
| -4% | -$9.72K | 0.01% | 617 |
|
|
2024
Q4 | $232K | Sell |
13,702
-1,449
| -10% | -$24.6K | 0.01% | 621 |
|
|
2024
Q3 | $275K | Hold |
15,151
| – | – | 0.01% | 544 |
|
|
2024
Q2 | $250K | Sell |
15,151
-1,065
| -7% | -$17.6K | 0.01% | 566 |
|
|
2024
Q1 | $229K | Hold |
16,216
| – | – | 0.01% | 649 |
|
|
2023
Q4 | $279K | Sell |
16,216
-1,455
| -8% | -$25.1K | 0.01% | 527 |
|
|
2023
Q3 | $270K | Sell |
17,671
-1,091
| -6% | -$16.7K | 0.01% | 516 |
|
|
2023
Q2 | $354K | Sell |
18,762
-552
| -3% | -$10.4K | 0.01% | 412 |
|
|
2023
Q1 | $373K | Hold |
19,314
| – | – | 0.02% | 373 |
|
|
2022
Q4 | $372K | Sell |
19,314
-673
| -3% | -$13K | 0.04% | 349 |
|
|
2022
Q3 | $417K | Buy |
+19,987
| New | +$417K | 0.02% | 340 |
|
|
2018
Q1 | – | Sell |
-6,706
| Closed | -$201K | – | 860 |
|
|
2017
Q4 | $201K | Buy |
+6,706
| New | +$201K | 0.01% | 813 |
|