United Capital Financial 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
Q2 | – | Sell |
-13,994
| Closed | -$270K | – | 929 |
|
|
2023
Q1 | $270K | Sell |
13,994
-293
| -2% | -$5.66K | ﹤0.01% | 846 |
|
|
2022
Q4 | $275K | Sell |
14,287
-1,999
| -12% | -$38.5K | ﹤0.01% | 902 |
|
|
2022
Q3 | $340K | Buy |
+16,286
| New | +$340K | ﹤0.01% | 868 |
|
|
2021
Q4 | – | Sell |
-7,563
| Closed | -$224K | – | 1219 |
|
|
2021
Q3 | $224K | Sell |
7,563
-22,161
| -75% | -$656K | ﹤0.01% | 1099 |
|
|
2021
Q2 | $794K | Buy |
29,724
+4,460
| +18% | +$119K | ﹤0.01% | 753 |
|
|
2021
Q1 | $697K | Sell |
25,264
-5,525
| -18% | -$152K | ﹤0.01% | 755 |
|
|
2020
Q4 | $848K | Sell |
30,789
-5,227
| -15% | -$144K | 0.01% | 713 |
|
|
2020
Q3 | $936K | Sell |
36,016
-1,361
| -4% | -$35.4K | 0.01% | 679 |
|
|
2020
Q2 | $991K | Sell |
37,377
-4,378
| -10% | -$116K | 0.01% | 664 |
|
|
2020
Q1 | $1.01M | Buy |
41,755
+1,124
| +3% | +$27.3K | 0.01% | 626 |
|
|
2019
Q4 | $1.23M | Sell |
40,631
-2,069
| -5% | -$62.6K | 0.01% | 706 |
|
|
2019
Q3 | $1.26M | Sell |
42,700
-2,356
| -5% | -$69.2K | 0.01% | 677 |
|
|
2019
Q2 | $1.24M | Buy |
45,056
+644
| +1% | +$17.7K | 0.01% | 740 |
|
|
2019
Q1 | $1.27M | Buy |
44,412
+2,229
| +5% | +$63.7K | 0.01% | 706 |
|
|
2018
Q4 | $1.07M | Sell |
42,183
-14,745
| -26% | -$374K | 0.01% | 698 |
|
|
2018
Q3 | $1.52M | Sell |
56,928
-11,472
| -17% | -$306K | 0.01% | 668 |
|
|
2018
Q2 | $1.84M | Sell |
68,400
-14,157
| -17% | -$382K | 0.01% | 611 |
|
|
2018
Q1 | $2.18M | Sell |
82,557
-3,621
| -4% | -$95.8K | 0.02% | 566 |
|
|
2017
Q4 | $2.59M | Buy |
86,178
+5,642
| +7% | +$170K | 0.02% | 532 |
|
|
2017
Q3 | $2.4M | Sell |
80,536
-5,108
| -6% | -$152K | 0.02% | 535 |
|
|
2017
Q2 | $2.66M | Buy |
85,644
+51,205
| +149% | +$1.59M | 0.02% | 510 |
|
|
2017
Q1 | $1.08M | Buy |
34,439
+4,862
| +16% | +$153K | 0.01% | 722 |
|
|
2016
Q4 | $861K | Sell |
29,577
-21,830
| -42% | -$635K | 0.01% | 788 |
|
|
2016
Q3 | $1.68M | Sell |
51,407
-21,193
| -29% | -$691K | 0.02% | 633 |
|
|
2016
Q2 | $2.32M | Sell |
72,600
-18,790
| -21% | -$601K | 0.02% | 526 |
|
|
2016
Q1 | $2.69M | Sell |
91,390
-4,258
| -4% | -$125K | 0.03% | 466 |
|
|
2015
Q4 | $2.58M | Sell |
95,648
-15,901
| -14% | -$429K | 0.03% | 497 |
|
|
2015
Q3 | $2.73M | Buy |
111,549
+4,684
| +4% | +$115K | 0.03% | 461 |
|
|
2015
Q2 | $2.56M | Sell |
106,865
-2,631
| -2% | -$63K | 0.03% | 527 |
|
|
2015
Q1 | $2.84M | Buy |
109,496
+14,435
| +15% | +$374K | 0.03% | 475 |
|
|
2014
Q4 | $2.56M | Buy |
95,061
+2,672
| +3% | +$72K | 0.04% | 407 |
|
|
2014
Q3 | $2.14M | Buy |
92,389
+929
| +1% | +$21.5K | 0.04% | 425 |
|
|
2014
Q2 | $2.2M | Buy |
91,460
+16,511
| +22% | +$398K | 0.04% | 397 |
|
|
2014
Q1 | $1.71M | Buy |
74,949
+14,762
| +25% | +$336K | 0.04% | 381 |
|
|
2013
Q4 | $1.18M | Buy |
60,187
+6,884
| +13% | +$135K | 0.04% | 311 |
|
|
2013
Q3 | $1.12M | Buy |
53,303
+2,505
| +5% | +$52.7K | 0.04% | 326 |
|
|
2013
Q2 | $1.14M | Buy |
+50,798
| New | +$1.14M | 0.03% | 386 |
|