TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-125
| Closed | -$3K | – | 442 |
|
|
2020
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 633 |
|
|
2020
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 598 |
|
|
2020
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 597 |
|
|
2020
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 574 |
|
|
2019
Q4 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 715 |
|
|
2019
Q3 | – | Sell |
-125
| Closed | -$3K | – | 447 |
|
|
2019
Q2 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 687 |
|
|
2018
Q4 | – | Sell |
-125
| Closed | -$3.33K | – | 547 |
|
|
2018
Q3 | $3.33K | Buy |
+125
| New | +$3.33K | ﹤0.01% | 954 |
|