Sonora Investment Management Group’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,768
| Closed | -$250K | – | 303 |
|
|
2024
Q3 | $250K | Sell |
13,768
-1,660
| -11% | -$30.1K | 0.02% | 239 |
|
|
2024
Q2 | $218K | Hold |
15,428
| – | – | 0.02% | 254 |
|
|
2024
Q1 | $218K | Sell |
15,428
-575
| -4% | -$8.14K | 0.02% | 255 |
|
|
2023
Q4 | $276K | Hold |
16,003
| – | – | 0.02% | 219 |
|
|
2023
Q3 | $244K | Sell |
16,003
-575
| -3% | -$8.78K | 0.02% | 215 |
|
|
2023
Q2 | $313K | Sell |
16,578
-1,250
| -7% | -$23.6K | 0.03% | 207 |
|
|
2023
Q1 | $345K | Sell |
17,828
-609
| -3% | -$11.8K | 0.03% | 195 |
|
|
2022
Q4 | $355K | Buy |
+18,437
| New | +$355K | 0.03% | 189 |
|