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 |
|