Strategic Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $487K | Hold |
14,581
| – | – | 0.24% | 65 |
|
|
2021
Q3 | $432K | Buy |
14,581
+534
| +4% | +$15.8K | 0.22% | 63 |
|
|
2021
Q2 | $375K | Hold |
14,047
| – | – | 0.2% | 62 |
|
|
2021
Q1 | $387K | Hold |
14,047
| – | – | 0.23% | 56 |
|
|
2020
Q4 | $387K | Hold |
14,047
| – | – | 0.24% | 53 |
|
|
2020
Q3 | $365K | Sell |
14,047
-13,707
| -49% | -$356K | 0.27% | 54 |
|
|
2020
Q2 | $736K | Buy |
+27,754
| New | +$736K | 0.68% | 33 |
|