Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,998
| Closed | -$57.8K | – | 1144 |
|
|
2022
Q4 | $57.8K | Sell |
2,998
-53
| -2% | -$1.02K | 0.02% | 349 |
|
|
2022
Q3 | $63.6K | Buy |
3,051
+65
| +2% | +$1.36K | 0.03% | 328 |
|
|
2022
Q2 | $83.3K | Hold |
2,986
| – | – | 0.03% | 269 |
|
|
2022
Q1 | $93.6K | Hold |
2,986
| – | – | 0.03% | 260 |
|
|
2021
Q4 | $99.7K | Hold |
2,986
| – | – | 0.03% | 263 |
|
|
2021
Q3 | $88.6K | Hold |
2,986
| – | – | 0.03% | 265 |
|
|
2021
Q2 | $79.7K | Hold |
2,986
| – | – | 0.03% | 284 |
|
|
2021
Q1 | $82.4K | Hold |
2,986
| – | – | 0.03% | 269 |
|
|
2020
Q4 | $82.2K | Hold |
2,986
| – | – | 0.03% | 249 |
|
|
2020
Q3 | $77.6K | Hold |
2,986
| – | – | 0.04% | 234 |
|
|
2020
Q2 | $79.2K | Sell |
2,986
-4,172
| -58% | -$111K | 0.04% | 227 |
|
|
2020
Q1 | $174K | Buy |
7,158
+3,950
| +123% | +$95.9K | 0.11% | 142 |
|
|
2019
Q4 | $97.1K | Hold |
3,208
| – | – | 0.05% | 218 |
|
|
2019
Q3 | $94.3K | Hold |
3,208
| – | – | 0.05% | 217 |
|
|
2019
Q2 | $88K | Hold |
3,208
| – | – | 0.05% | 223 |
|
|
2019
Q1 | $91.7K | Hold |
3,208
| – | – | 0.05% | 219 |
|
|
2018
Q4 | $81.2K | Buy |
3,208
+222
| +7% | +$5.62K | 0.05% | 218 |
|
|
2018
Q3 | $79.6K | Hold |
2,986
| – | – | 0.05% | 224 |
|
|
2018
Q2 | $80.5K | Sell |
2,986
-250
| -8% | -$6.74K | 0.06% | 217 |
|
|
2018
Q1 | $85.6K | Hold |
3,236
| – | – | 0.06% | 212 |
|
|
2017
Q4 | $97.2K | Hold |
3,236
| – | – | 0.07% | 199 |
|
|
2017
Q3 | $96.4K | Hold |
3,236
| – | – | 0.07% | 197 |
|
|
2017
Q2 | $101K | Hold |
3,236
| – | – | 0.08% | 194 |
|
|
2017
Q1 | $102K | Hold |
3,236
| – | – | 0.09% | 184 |
|
|
2016
Q4 | $94.2K | Buy |
3,236
+250
| +8% | +$7.28K | 0.08% | 187 |
|
|
2016
Q3 | $97.4K | Hold |
2,986
| – | – | 0.09% | 183 |
|
|
2016
Q2 | $96.6K | Hold |
2,986
| – | – | 0.09% | 180 |
|
|
2016
Q1 | $87.8K | Buy |
+2,986
| New | +$87.8K | 0.08% | 193 |
|