Bartlett & Co Wealth Management’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
$88.7K Sell
2025
Q2
$86K Sell
2025
Q1
$117K Hold
2024
Q4
$117K Hold
2024
Q3
$126K Hold
2024
Q2
$114K Sell
2024
Q1
$155K Hold
2023
Q4
$190K Sell
2023
Q3
$185K Buy
2023
Q2
$229K Buy