Stratos Wealth Partners’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,155
| Closed | -$84K | – | 1561 |
|
2018
Q3 | $84K | Buy |
+3,155
| New | +$84K | ﹤0.01% | 1216 |
|
2018
Q2 | – | Sell |
-3,830
| Closed | -$101K | – | 1686 |
|
2018
Q1 | $101K | Hold |
3,830
| – | – | ﹤0.01% | 1198 |
|
2017
Q4 | $115K | Buy |
+3,830
| New | +$115K | 0.01% | 1106 |
|
2014
Q4 | – | Sell |
-12,617
| Closed | -$293K | – | 517 |
|
2014
Q3 | $293K | Sell |
12,617
-437
| -3% | -$10.1K | 0.07% | 232 |
|
2014
Q2 | $313K | Buy |
+13,054
| New | +$313K | 0.1% | 222 |
|