Strategic Wealth Management’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$487K Hold
2021
Q3
$432K Buy
2021
Q2
$375K Hold
2021
Q1
$387K Hold
2020
Q4
$387K Hold
2020
Q3
$365K Sell
2020
Q2
$736K Buy