Advisornet Financial’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.42K	Buy	496 +7	+1%	+$123	﹤0.01%	1590
2025 Q4	$8.29K	Buy	489 +6	+1%	+$107	﹤0.01%	1605
2025 Q3	$8.71K	Buy	483 +7	+1%	+$118	﹤0.01%	1565
2025 Q2	$7.55K	Sell	476 -12	-2%	-$182	﹤0.01%	1568
2025 Q1	$8.25K	Buy	488 +30	+7%	+$499	﹤0.01%	1473
2024 Q4	$7.75K	Sell	458 -192	-30%	-$3.38K	﹤0.01%	1381
2024 Q3	$11.8K	Buy	650 +13	+2%	+$230	﹤0.01%	1375
2024 Q2	$10.5K	Buy	637 +128	+25%	+$1.96K	﹤0.01%	1295
2024 Q1	$7.2K	Buy	509 +55	+12%	+$830	﹤0.01%	1371
2023 Q4	$7.82K	Sell	454 -246	-35%	-$3.76K	﹤0.01%	1377
2023 Q3	$10.7K	Buy	700 +7	+1%	+$124	﹤0.01%	1229
2023 Q2	$13.1K	Buy	693 +7	+1%	+$135	﹤0.01%	1244
2023 Q1	$13.3K	Buy	686 +6	+0.9%	+$121	﹤0.01%	1221
2022 Q4	$13.1K	Buy	680 +6	+0.9%	+$118	﹤0.01%	1214
2022 Q3	$14K	Buy	674 +6	+0.9%	+$153	﹤0.01%	1228
2022 Q2	$19K	Buy	668 +383	+134%	+$11.4K	﹤0.01%	1140
2022 Q1	$9K	Hold	285	–	–	﹤0.01%	1470
2021 Q4	$10K	Hold	285	–	–	﹤0.01%	1484
2021 Q3	$8K	Buy	+285	New	+$8.31K	﹤0.01%	1507
2020 Q3	–	Sell	-1,887	Closed	-$50K	–	1789
2020 Q2	$50K	Sell	1,887 -315	-14%	-$8.07K	﹤0.01%	856
2020 Q1	$53K	Sell	2,202 -2,739	-55%	-$82.8K	﹤0.01%	774
2019 Q4	$150K	Buy	4,941 +432	+10%	+$12.9K	0.01%	575
2019 Q3	$132K	Sell	4,509 -225	-5%	-$6.29K	0.01%	601
2019 Q2	$130K	Buy	4,734 +225	+5%	+$6.33K	0.01%	537
2019 Q1	$129K	Buy	4,509 +1,010	+29%	+$28.1K	0.02%	493
2018 Q4	$89K	Buy	3,499 +315	+10%	+$8.35K	0.01%	547
2018 Q3	$85K	Sell	3,184 -853	-21%	-$23.5K	0.01%	587
2018 Q2	$109K	Sell	4,037 -626	-13%	-$15.9K	0.01%	506
2018 Q1	$123K	Hold	4,663	–	–	0.02%	484
2017 Q4	$140K	Buy	+4,663	New	+$141K	0.02%	415