United Capital Financial Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,361
| Closed | -$254K | – | 1323 |
|
|
2016
Q4 | $254K | Buy |
8,361
+1,431
| +21% | +$43.5K | ﹤0.01% | 1104 |
|
|
2016
Q3 | $236K | Sell |
6,930
-998
| -13% | -$34K | ﹤0.01% | 1142 |
|
|
2016
Q2 | $277K | Sell |
7,928
-196
| -2% | -$6.85K | ﹤0.01% | 1060 |
|
|
2016
Q1 | $251K | Sell |
8,124
-5,572
| -41% | -$172K | ﹤0.01% | 1055 |
|
|
2015
Q4 | $388K | Buy |
+13,696
| New | +$388K | ﹤0.01% | 952 |
|
|
2015
Q2 | – | Sell |
-17,281
| Closed | -$442K | – | 1344 |
|
|
2015
Q1 | $442K | Buy |
17,281
+4,801
| +38% | +$123K | 0.01% | 941 |
|
|
2014
Q4 | $341K | Buy |
12,480
+3,241
| +35% | +$88.6K | 0.01% | 933 |
|
|
2014
Q3 | $219K | Buy |
+9,239
| New | +$219K | ﹤0.01% | 1022 |
|