Baldwin Wealth Partners’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
Q3 | $218K | Hold |
|
|||||
|
2025
Q2 | $192K | Hold |
|
|||||
|
2025
Q1 | $204K | Hold |
|
|||||
|
2024
Q4 | $205K | Sell |
|
|||||
|
2024
Q3 | $238K | Hold |
|
|||||
|
2024
Q2 | $216K | Hold |
|
|||||
|
2024
Q1 | $185K | Hold |
|
|||||
|
2023
Q4 | $226K | Hold |
|
|||||
|
2023
Q3 | $200K | Hold |
|
|||||
|
2023
Q2 | $247K | Sell |
|
|||||
|
2023
Q1 | $273K | Hold |
|
|||||
|
2022
Q4 | $272K | Hold |
|
|||||
|
2022
Q3 | $294K | Sell |
|
|||||
|
2022
Q2 | $581K | Hold |
|
|||||
|
2022
Q1 | $652K | Sell |
|
|||||
|
2021
Q4 | $706K | Hold |
|
|||||
|
2021
Q3 | $627K | Hold |
|
|||||
|
2021
Q2 | $564K | Hold |
|
|||||
|
2021
Q1 | $583K | Hold |
|
|||||
|
2020
Q4 | $582K | Hold |
|
|||||
|
2020
Q3 | $549K | Hold |
|
|||||
|
2020
Q2 | $560K | Hold |
|
|||||
|
2020
Q1 | $513K | Hold |
|
|||||
|
2019
Q4 | $640K | Hold |
|
|||||
|
2019
Q3 | $621K | Hold |
|
|||||
|
2019
Q2 | $580K | Hold |
|
|||||
|
2019
Q1 | $604K | Hold |
|
|||||
|
2018
Q4 | $535K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $606K | Sell |
|
|||||
|
2018
Q1 | $655K | Sell |
|
|||||
|
2017
Q4 | $5.39M | Buy |
|
|||||
|
2017
Q3 | $4.59M | Buy |
|
|||||
|
2017
Q2 | $3.07M | Buy |
|