Avantax Advisory Services’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
$344K Sell
21,665
-5,627
-21% -$89.2K ﹤0.01% 1814
2025
Q1
$461K Sell
27,292
-27
-0.1% -$456 ﹤0.01% 1554
2024
Q4
$463K Sell
27,319
-4,284
-14% -$72.6K ﹤0.01% 1499
2024
Q3
$574K Sell
31,603
-16,371
-34% -$297K ﹤0.01% 1322
2024
Q2
$791K Buy
47,974
+36,873
+332% +$608K 0.01% 1109
2024
Q1
$157K Buy
11,101
+187
+2% +$2.65K ﹤0.01% 1561
2023
Q4
$188K Buy
10,914
+431
+4% +$7.43K ﹤0.01% 1488
2023
Q3
$160K Buy
10,483
+84
+0.8% +$1.28K ﹤0.01% 1454
2023
Q2
$196K Buy
10,399
+99
+1% +$1.87K ﹤0.01% 1407
2023
Q1
$199K Buy
10,300
+188
+2% +$3.63K ﹤0.01% 1381
2022
Q4
$195K Buy
10,112
+213
+2% +$4.11K ﹤0.01% 1321
2022
Q3
$206K Sell
9,899
-69,039
-87% -$1.44M ﹤0.01% 1201
2022
Q2
$2.2M Buy
78,938
+2,688
+4% +$75K 0.03% 353
2022
Q1
$2.39M Buy
76,250
+1,871
+3% +$58.7K 0.03% 339
2021
Q4
$2.48M Buy
74,379
+3,123
+4% +$104K 0.04% 325
2021
Q3
$2.11M Buy
71,256
+971
+1% +$28.8K 0.04% 323
2021
Q2
$1.88M Buy
70,285
+6,899
+11% +$185K 0.03% 338
2021
Q1
$1.75M Buy
63,386
+12,842
+25% +$355K 0.04% 314
2020
Q4
$1.39M Sell
50,544
-2,129
-4% -$58.7K 0.03% 334
2020
Q3
$1.38M Sell
52,673
-4,403
-8% -$115K 0.02% 438
2020
Q2
$1.52M Sell
57,076
-1,121
-2% -$29.8K 0.04% 270
2020
Q1
$1.41M Buy
58,197
+1,545
+3% +$37.4K 0.04% 247
2019
Q4
$1.72M Buy
56,652
+3,496
+7% +$106K 0.04% 239
2019
Q3
$1.57M Buy
53,156
+831
+2% +$24.5K 0.06% 151
2019
Q2
$1.44M Buy
52,325
+2,963
+6% +$81.3K 0.06% 149
2019
Q1
$1.41M Buy
49,362
+3,226
+7% +$92.2K 0.08% 142
2018
Q4
$1.18M Buy
+46,136
New +$1.18M 0.2% 116