Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-54
| Closed | -$1K | – | 1602 |
|
|
2018
Q4 | $1K | Sell |
54
-21
| -28% | -$389 | ﹤0.01% | 1371 |
|
|
2018
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1458 |
|
|
2018
Q2 | $2K | Sell |
75
-35
| -32% | -$933 | ﹤0.01% | 1334 |
|
|
2018
Q1 | $3K | Buy |
110
+35
| +47% | +$955 | ﹤0.01% | 1253 |
|
|
2017
Q4 | $2K | Buy |
75
+21
| +39% | +$560 | ﹤0.01% | 1182 |
|
|
2017
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 1013 |
|