Atria Wealth Solutions’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,189	Closed	-$257K	–	1661
2025 Q1	$257K	Buy	15,189 +304	+2%	+$5.05K	﹤0.01%	1571
2024 Q4	$252K	Buy	14,885 +1,924	+15%	+$33.8K	﹤0.01%	1661
2024 Q3	$235K	Buy	+12,961	New	+$230K	﹤0.01%	1674
2024 Q2	–	Sell	-10,245	Closed	-$145K	–	1991
2024 Q1	$145K	Sell	10,245 -410	-4%	-$6.18K	﹤0.01%	1860
2023 Q4	$184K	Buy	10,655 +315	+3%	+$4.81K	﹤0.01%	1795
2023 Q3	$158K	Buy	10,340 +48	+0.5%	+$852	﹤0.01%	1742
2023 Q2	$194K	Buy	+10,292	New	+$199K	﹤0.01%	1709
2023 Q1	–	Sell	-10,400	Closed	-$200K	–	1900
2022 Q4	$200K	Sell	10,400 -333	-3%	-$6.54K	﹤0.01%	1615
2022 Q3	$224K	Sell	10,733 -2,225	-17%	-$56.6K	﹤0.01%	1490
2022 Q2	$362K	Buy	12,958 +5,081	+65%	+$151K	0.01%	1123
2022 Q1	$247K	Buy	+7,877	New	+$248K	﹤0.01%	1433