Sigma Planning Corp’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,384
| Closed | -$188K | – | 1234 |
|
|
2024
Q2 | $188K | Sell |
11,384
-339
| -3% | -$5.59K | 0.01% | 1098 |
|
|
2024
Q1 | $166K | Buy |
+11,723
| New | +$166K | 0.01% | 1152 |
|
|
2023
Q4 | – | Sell |
-13,453
| Closed | -$205K | – | 988 |
|
|
2023
Q3 | $205K | Sell |
13,453
-4,009
| -23% | -$61.2K | 0.01% | 1081 |
|
|
2023
Q2 | $329K | Buy |
17,462
+644
| +4% | +$12.1K | 0.01% | 899 |
|
|
2023
Q1 | $325K | Buy |
16,818
+1,297
| +8% | +$25.1K | 0.01% | 973 |
|
|
2022
Q4 | $299K | Sell |
15,521
-3,392
| -18% | -$65.4K | 0.01% | 969 |
|
|
2022
Q3 | $394K | Sell |
18,913
-313
| -2% | -$6.52K | 0.02% | 826 |
|
|
2022
Q2 | $537K | Sell |
19,226
-976
| -5% | -$27.3K | 0.02% | 716 |
|
|
2022
Q1 | $633K | Sell |
20,202
-6,908
| -25% | -$216K | 0.02% | 737 |
|
|
2021
Q4 | $905K | Buy |
27,110
+5
| +0% | +$167 | 0.03% | 588 |
|
|
2021
Q3 | $804K | Buy |
27,105
+9,048
| +50% | +$268K | 0.02% | 617 |
|
|
2021
Q2 | $482K | Buy |
18,057
+631
| +4% | +$16.8K | 0.01% | 831 |
|
|
2021
Q1 | $481K | Sell |
17,426
-860
| -5% | -$23.7K | 0.02% | 769 |
|
|
2020
Q4 | $504K | Sell |
18,286
-191
| -1% | -$5.26K | 0.02% | 681 |
|
|
2020
Q3 | $480K | Sell |
18,477
-985
| -5% | -$25.6K | 0.02% | 616 |
|
|
2020
Q2 | $516K | Buy |
19,462
+153
| +0.8% | +$4.06K | 0.02% | 577 |
|
|
2020
Q1 | $469K | Sell |
19,309
-238
| -1% | -$5.78K | 0.03% | 493 |
|
|
2019
Q4 | $592K | Sell |
19,547
-971
| -5% | -$29.4K | 0.03% | 538 |
|
|
2019
Q3 | $603K | Sell |
20,518
-1,792
| -8% | -$52.7K | 0.03% | 516 |
|
|
2019
Q2 | $612K | Sell |
22,310
-1,102
| -5% | -$30.2K | 0.03% | 485 |
|
|
2019
Q1 | $669K | Buy |
23,412
+1,033
| +5% | +$29.5K | 0.04% | 425 |
|
|
2018
Q4 | $566K | Sell |
22,379
-7,126
| -24% | -$180K | 0.04% | 393 |
|
|
2018
Q3 | $787K | Sell |
29,505
-2,100
| -7% | -$56K | 0.05% | 348 |
|
|
2018
Q2 | $852K | Sell |
31,605
-18,079
| -36% | -$487K | 0.06% | 322 |
|
|
2018
Q1 | $1.31M | Sell |
49,684
-19,067
| -28% | -$504K | 0.1% | 218 |
|
|
2017
Q4 | $2.07M | Sell |
68,751
-3,033
| -4% | -$91.1K | 0.16% | 158 |
|
|
2017
Q3 | $2.14M | Buy |
71,784
+180
| +0.3% | +$5.36K | 0.18% | 144 |
|
|
2017
Q2 | $2.23M | Buy |
71,604
+3,267
| +5% | +$102K | 0.21% | 123 |
|
|
2017
Q1 | $2.15M | Buy |
68,337
+660
| +1% | +$20.8K | 0.21% | 122 |
|
|
2016
Q4 | $1.97M | Buy |
67,677
+664
| +1% | +$19.3K | 0.22% | 113 |
|
|
2016
Q3 | $2.19M | Sell |
67,013
-2,452
| -4% | -$80K | 0.26% | 89 |
|
|
2016
Q2 | $2.25M | Buy |
69,465
+575
| +0.8% | +$18.6K | 0.29% | 76 |
|
|
2016
Q1 | $2.03M | Sell |
68,890
-4,881
| -7% | -$144K | 0.28% | 81 |
|
|
2015
Q4 | $1.99M | Sell |
73,771
-2,790
| -4% | -$75.3K | 0.28% | 77 |
|
|
2015
Q3 | $1.88M | Buy |
76,561
+42
| +0.1% | +$1.03K | 0.3% | 73 |
|
|
2015
Q2 | $1.83M | Sell |
76,519
-7,691
| -9% | -$184K | 0.25% | 94 |
|
|
2015
Q1 | $2.35M | Sell |
84,210
-73,578
| -47% | -$2.05M | 0.31% | 71 |
|
|
2014
Q4 | $4.25M | Buy |
+157,788
| New | +$4.25M | 0.56% | 33 |
|