TWA
TCI Wealth Advisors’s Healthcare Realty HR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35
| Closed | -$677 | – | 1094 |
|
|
2023
Q1 | $677 | Buy |
+35
| New | +$677 | ﹤0.01% | 2169 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 2574 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2393 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2380 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2314 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2379 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2446 |
|
|
2021
Q2 | $0 | Sell |
5
-27
| -84% | – | ﹤0.01% | 2350 |
|
|
2021
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 2055 |
|
|
2020
Q4 | $1K | Sell |
32
-51
| -61% | -$1.59K | ﹤0.01% | 1364 |
|
|
2020
Q3 | $2K | Hold |
83
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q2 | $2K | Buy |
83
+8
| +11% | +$193 | ﹤0.01% | 1053 |
|
|
2020
Q1 | $2K | Buy |
75
+17
| +29% | +$453 | ﹤0.01% | 1013 |
|
|
2019
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q3 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1082 |
|
|
2019
Q2 | – | Sell |
-23
| Closed | -$1K | – | 1471 |
|
|
2019
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1221 |
|
|
2018
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 1211 |
|
|
2018
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 1218 |
|
|
2018
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1299 |
|