Westbourne Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,875
| Closed | -$143K | – | 166 |
|
|
2018
Q3 | $143K | Buy |
+4,875
| New | +$143K | 0.1% | 111 |
|
|
2016
Q4 | – | Sell |
-6,375
| Closed | -$217K | – | 107 |
|
|
2016
Q3 | $217K | Sell |
6,375
-1,300
| -17% | -$44.3K | 0.19% | 95 |
|
|
2016
Q2 | $269K | Sell |
7,675
-1,300
| -14% | -$45.6K | 0.24% | 88 |
|
|
2016
Q1 | $277K | Sell |
8,975
-4,275
| -32% | -$132K | 0.27% | 83 |
|
|
2015
Q4 | $375K | Sell |
13,250
-640
| -5% | -$18.1K | 0.36% | 72 |
|
|
2015
Q3 | $345K | Sell |
13,890
-1,340
| -9% | -$33.3K | 0.35% | 76 |
|
|
2015
Q2 | $354K | Buy |
+15,230
| New | +$354K | 0.32% | 82 |
|