Van Hulzen Asset Management, LLC HEALTHCARE RLTY TR Transaction History

Van Hulzen Asset Management, LLC

  • $1.38 Billion
  • Q3 2024
Number of Shares
25,690
Previous 16,690 53.92%
Holding current value
$466,000
Previous $275,000 69.45%
% of portfolio
0.03%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
N/A
9,000 Added 53.92%
25,690 $466,000
Q2 2024

Aug 07, 2024
SELL
N/A
-1,000 Reduced 5.65%
16,690 $275,000
Q1 2024

May 06, 2024
SELL
N/A
-300 Reduced 1.67%
17,690 $250,000
Q4 2023

Feb 07, 2024
BUY
N/A
3,035 Added 20.29%
17,990 $310,000
Q3 2023

Nov 07, 2023
BUY
N/A
70 Added 0.47%
14,955 $228,000
Q2 2023

Aug 03, 2023
BUY
N/A
560 Added 3.91%
14,885 $281,000
Q1 2023

Apr 28, 2023
BUY
N/A
14,325 New
14,325 $277,000
Q3 2022

Nov 08, 2022
BUY
N/A
9,900 New
9,900 $206,000
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