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
2026 Q1	$19.7K	Buy	1,008 +8	+0.8%	+$140	﹤0.01%	822
2025 Q4	$17.1K	Sell	1,000 -3,922	-80%	-$69.8K	﹤0.01%	849
2025 Q3	$88.7K	Sell	4,922 -500	-9%	-$8.46K	﹤0.01%	580
2025 Q2	$86K	Sell	5,422 -1,500	-22%	-$22.8K	﹤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%	-$61.2K	﹤0.01%	522
2024 Q1	$155K	Hold	10,922	–	–	﹤0.01%	492
2023 Q4	$190K	Sell	10,922 -1,200	-10%	-$18.3K	﹤0.01%	478
2023 Q3	$185K	Buy	12,122 +2	+0%	+$35	﹤0.01%	457
2023 Q2	$229K	Buy	+12,120	New	+$234K	﹤0.01%	434