YorkBridge Wealth Partners’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-901
| Closed | -$25K | – | 384 |
|
|
2019
Q2 | $25K | Sell |
901
-162
| -15% | -$4.5K | 0.01% | 441 |
|
|
2019
Q1 | $30K | Sell |
1,063
-5,210
| -83% | -$147K | 0.01% | 414 |
|
|
2018
Q4 | $159K | Sell |
6,273
-235
| -4% | -$5.96K | 0.08% | 175 |
|
|
2018
Q3 | $169K | Buy |
6,508
+138
| +2% | +$3.58K | 0.08% | 190 |
|
|
2018
Q2 | $172K | Buy |
6,370
+1,073
| +20% | +$29K | 0.08% | 196 |
|
|
2018
Q1 | $132K | Buy |
5,297
+77
| +1% | +$1.92K | 0.06% | 239 |
|
|
2017
Q4 | $138K | Buy |
5,220
+1,979
| +61% | +$52.3K | 0.07% | 225 |
|
|
2017
Q3 | $97K | Buy |
3,241
+232
| +8% | +$6.94K | 0.05% | 287 |
|
|
2017
Q2 | $95K | Buy |
+3,009
| New | +$95K | 0.05% | 282 |
|