Sowell Financial Services’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 |
-2,253
| Closed | -$64K | – | 1487 |
|
|
2021
Q1 | $64K | Sell |
2,253
-875
| -28% | -$24.9K | ﹤0.01% | 1547 |
|
|
2020
Q4 | $86K | Sell |
3,128
-94
| -3% | -$2.58K | ﹤0.01% | 1210 |
|
|
2020
Q3 | $84K | Buy |
3,222
+504
| +19% | +$13.1K | ﹤0.01% | 1039 |
|
|
2020
Q2 | $72K | Sell |
2,718
-1,294
| -32% | -$34.3K | ﹤0.01% | 1067 |
|
|
2020
Q1 | $97K | Buy |
4,012
+3
| +0.1% | +$73 | 0.01% | 851 |
|
|
2019
Q4 | $121K | Buy |
4,009
+4
| +0.1% | +$121 | 0.01% | 854 |
|
|
2019
Q3 | $118K | Buy |
+4,005
| New | +$118K | 0.01% | 783 |
|