Bartlett & Co Wealth Management’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 | $86K | Sell |
5,422
-1,500
| -22% | -$23.8K | ﹤0.01% | 578 |
|
|
2025
Q1 | $117K | Hold |
6,922
| – | – | ﹤0.01% | 520 |
|
|
2024
Q4 | $117K | Hold |
6,922
| – | – | ﹤0.01% | 518 |
|
|
2024
Q3 | $126K | Hold |
6,922
| – | – | ﹤0.01% | 514 |
|
|
2024
Q2 | $114K | Sell |
6,922
-4,000
| -37% | -$65.9K | ﹤0.01% | 522 |
|
|
2024
Q1 | $155K | Hold |
10,922
| – | – | ﹤0.01% | 492 |
|
|
2023
Q4 | $190K | Sell |
10,922
-1,200
| -10% | -$20.9K | ﹤0.01% | 478 |
|
|
2023
Q3 | $185K | Buy |
12,122
+2
| +0% | +$31 | ﹤0.01% | 457 |
|
|
2023
Q2 | $229K | Buy |
+12,120
| New | +$229K | ﹤0.01% | 434 |
|