Atria Wealth Solutions’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,189
| Closed | -$257K | – | 1658 |
|
|
2025
Q1 | $257K | Buy |
15,189
+304
| +2% | +$5.14K | ﹤0.01% | 1562 |
|
|
2024
Q4 | $252K | Buy |
14,885
+1,924
| +15% | +$32.6K | ﹤0.01% | 1635 |
|
|
2024
Q3 | $235K | Buy |
+12,961
| New | +$235K | ﹤0.01% | 1658 |
|
|
2024
Q2 | – | Sell |
-10,245
| Closed | -$145K | – | 1965 |
|
|
2024
Q1 | $145K | Sell |
10,245
-410
| -4% | -$5.8K | ﹤0.01% | 1846 |
|
|
2023
Q4 | $184K | Buy |
10,655
+315
| +3% | +$5.43K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $158K | Buy |
10,340
+48
| +0.5% | +$733 | ﹤0.01% | 1730 |
|
|
2023
Q2 | $194K | Buy |
+10,292
| New | +$194K | ﹤0.01% | 1702 |
|
|
2023
Q1 | – | Sell |
-10,400
| Closed | -$200K | – | 1888 |
|
|
2022
Q4 | $200K | Sell |
10,400
-333
| -3% | -$6.42K | ﹤0.01% | 1606 |
|
|
2022
Q3 | $224K | Sell |
10,733
-2,225
| -17% | -$46.4K | ﹤0.01% | 1482 |
|
|
2022
Q2 | $362K | Buy |
12,958
+5,081
| +65% | +$142K | 0.01% | 1098 |
|
|
2022
Q1 | $247K | Buy |
+7,877
| New | +$247K | ﹤0.01% | 1432 |
|