WFG Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $51K | Buy |
1,644
+1,047
| +175% | +$32.5K | 0.01% | 697 |
|
|
2017
Q1 | $19K | Sell |
597
-999
| -63% | -$31.8K | 0.01% | 895 |
|
|
2016
Q4 | $46K | Buy |
1,596
+1,100
| +222% | +$31.7K | 0.01% | 730 |
|
|
2016
Q3 | $16K | Buy |
+496
| New | +$16K | ﹤0.01% | 996 |
|
|
2016
Q2 | – | Sell |
-6,364
| Closed | -$187K | – | 1614 |
|
|
2016
Q1 | $187K | Sell |
6,364
-328
| -5% | -$9.64K | 0.05% | 313 |
|
|
2015
Q4 | $180K | Buy |
6,692
+1,514
| +29% | +$40.7K | 0.05% | 314 |
|
|
2015
Q3 | $127K | Buy |
5,178
+8
| +0.2% | +$196 | 0.04% | 401 |
|
|
2015
Q2 | $124K | Buy |
5,170
+694
| +16% | +$16.6K | 0.03% | 473 |
|
|
2015
Q1 | $125K | Sell |
4,476
-2,560
| -36% | -$71.5K | 0.03% | 463 |
|
|
2014
Q4 | $190K | Sell |
7,036
-5,824
| -45% | -$157K | 0.04% | 440 |
|
|
2014
Q3 | $298K | Buy |
12,860
+628
| +5% | +$14.6K | 0.06% | 354 |
|
|
2014
Q2 | $295K | Sell |
12,232
-8,104
| -40% | -$195K | 0.06% | 357 |
|
|
2014
Q1 | $463K | Sell |
20,336
-18,994
| -48% | -$432K | 0.09% | 256 |
|
|
2013
Q4 | $774K | Buy |
39,330
+7,889
| +25% | +$155K | 0.11% | 214 |
|
|
2013
Q3 | $662K | Sell |
31,441
-4,519
| -13% | -$95.1K | 0.1% | 227 |
|
|
2013
Q2 | $808K | Buy |
+35,960
| New | +$808K | 0.13% | 187 |
|