WealthPLAN Partners’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 |
-205
| Closed | -$3.96K | – | 1324 |
|
|
2023
Q1 | $3.96K | Buy |
+205
| New | +$3.96K | ﹤0.01% | 1036 |
|
|
2019
Q1 | – | Sell |
-7,865
| Closed | -$224K | – | 261 |
|
|
2018
Q4 | $224K | Sell |
7,865
-60
| -0.8% | -$1.71K | 0.04% | 232 |
|
|
2018
Q3 | $215K | Buy |
+7,925
| New | +$215K | 0.04% | 229 |
|
|
2018
Q2 | – | Sell |
-9,075
| Closed | -$240K | – | 268 |
|
|
2018
Q1 | $240K | Buy |
+9,075
| New | +$240K | 0.05% | 235 |
|
|
2016
Q3 | – | Sell |
-8,959
| Closed | -$290 | – | 1011 |
|
|
2016
Q2 | $290 | Buy |
+8,959
| New | +$290 | ﹤0.01% | 2394 |
|
|
2015
Q2 | – | Sell |
-1,158
| Closed | -$32K | – | 468 |
|
|
2015
Q1 | $32K | Buy |
+1,158
| New | +$32K | 0.01% | 281 |
|