Summit Financial Wealth Advisors’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-500
Closed -$11K 238
2015
Q2
$11K Hold
500
0.01% 228
2015
Q1
$12K Sell
500
-530
-51% -$12.7K 0.01% 194
2014
Q4
$28K Buy
+1,030
New +$28K 0.02% 144