Steward Partners Investment Advisory’s Healthcare Realty Trust Incorporated HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,685
| Closed | -$46K | – | 3510 |
|
|
2022
Q2 | $46K | Hold |
1,685
| – | – | ﹤0.01% | 1851 |
|
|
2022
Q1 | $46K | Sell |
1,685
-335
| -17% | -$9.15K | ﹤0.01% | 1966 |
|
|
2021
Q4 | $64K | Hold |
2,020
| – | – | ﹤0.01% | 1788 |
|
|
2021
Q3 | $60K | Sell |
2,020
-475
| -19% | -$14.1K | ﹤0.01% | 1801 |
|
|
2021
Q2 | $75K | Hold |
2,495
| – | – | ﹤0.01% | 2644 |
|
|
2021
Q1 | $75.6K | Hold |
2,495
| – | – | ﹤0.01% | 1773 |
|
|
2020
Q4 | $74K | Buy |
2,495
+995
| +66% | +$29.5K | ﹤0.01% | 1491 |
|
|
2020
Q3 | $45K | Hold |
1,500
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q2 | $44K | Hold |
1,500
| – | – | ﹤0.01% | 1472 |
|
|
2020
Q1 | $41K | Hold |
1,500
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q4 | $50K | Hold |
1,500
| – | – | ﹤0.01% | 1397 |
|
|
2019
Q3 | $50K | Hold |
1,500
| – | – | ﹤0.01% | 1357 |
|
|
2019
Q2 | $46K | Buy |
+1,500
| New | +$46K | ﹤0.01% | 1372 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$44K | – | 2654 |
|
|
2018
Q3 | $44K | Hold |
1,500
| – | – | ﹤0.01% | 1254 |
|
|
2018
Q2 | $44K | Hold |
1,500
| – | – | ﹤0.01% | 1155 |
|
|
2018
Q1 | $41K | Buy |
+1,500
| New | +$41K | ﹤0.01% | 1073 |
|