Stonebridge Capital Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,356
| Closed | -$20.7K | – | 477 |
|
|
2023
Q3 | $20.7K | Buy |
+1,356
| New | +$20.7K | ﹤0.01% | 496 |
|
|
2021
Q3 | – | Sell |
-105
| Closed | -$2K | – | 1014 |
|
|
2021
Q2 | $2K | Buy |
105
+15
| +17% | +$286 | ﹤0.01% | 936 |
|
|
2021
Q1 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 834 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$12K | – | 810 |
|
|
2020
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 459 |
|
|
2019
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 495 |
|
|
2019
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 525 |
|