Veritable’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-21,575
| Closed | -$572K | – | 766 |
|
|
2020
Q2 | $572K | Buy |
21,575
+857
| +4% | +$22.7K | 0.01% | 439 |
|
|
2020
Q1 | $503K | Sell |
20,718
-1,763
| -8% | -$42.8K | 0.01% | 445 |
|
|
2019
Q4 | $681K | Buy |
22,481
+10,268
| +84% | +$311K | 0.01% | 455 |
|
|
2019
Q3 | $359K | Sell |
12,213
-2,978
| -20% | -$87.5K | 0.01% | 596 |
|
|
2019
Q2 | $417K | Sell |
15,191
-3,750
| -20% | -$103K | 0.01% | 552 |
|
|
2019
Q1 | $542K | Sell |
18,941
-1,445
| -7% | -$41.3K | 0.01% | 479 |
|
|
2018
Q4 | $516K | Sell |
20,386
-605
| -3% | -$15.3K | 0.01% | 456 |
|
|
2018
Q3 | $560K | Buy |
20,991
+4,624
| +28% | +$123K | 0.01% | 461 |
|
|
2018
Q2 | $441K | Buy |
16,367
+3,837
| +31% | +$103K | 0.01% | 521 |
|
|
2018
Q1 | $331K | Sell |
12,530
-233
| -2% | -$6.16K | 0.01% | 599 |
|
|
2017
Q4 | $383K | Buy |
12,763
+2,383
| +23% | +$71.5K | 0.01% | 566 |
|
|
2017
Q3 | $309K | Sell |
10,380
-241
| -2% | -$7.17K | 0.01% | 600 |
|
|
2017
Q2 | $330K | Buy |
10,621
+3,365
| +46% | +$105K | 0.01% | 601 |
|
|
2017
Q1 | $228K | Buy |
+7,256
| New | +$228K | 0.01% | 682 |
|
|
2015
Q2 | – | Sell |
-7,300
| Closed | -$203K | – | 797 |
|
|
2015
Q1 | $203K | Buy |
+7,300
| New | +$203K | ﹤0.01% | 880 |
|
|
2014
Q4 | – | Sell |
-6,500
| Closed | -$151K | – | 960 |
|
|
2014
Q3 | $151K | Buy |
6,500
+550
| +9% | +$12.8K | ﹤0.01% | 920 |
|
|
2014
Q2 | $143K | Buy |
+5,950
| New | +$143K | ﹤0.01% | 916 |
|