Canvas Wealth Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,000
| Closed | -$186K | – | 187 |
|
|
2024
Q4 | $186K | Sell |
11,000
-1,000
| -8% | -$17K | 0.05% | 174 |
|
|
2024
Q3 | $218K | Sell |
12,000
-4,950
| -29% | -$89.8K | 0.06% | 160 |
|
|
2024
Q2 | $301K | Sell |
16,950
-51,389
| -75% | -$911K | 0.09% | 111 |
|
|
2024
Q1 | $938K | Sell |
68,339
-9,023
| -12% | -$124K | 0.32% | 48 |
|
|
2023
Q4 | $1.36M | Sell |
77,362
-6,133
| -7% | -$107K | 0.49% | 38 |
|
|
2023
Q3 | $1.21M | Buy |
83,495
+10,654
| +15% | +$155K | 0.5% | 36 |
|
|
2023
Q2 | $1.47M | Buy |
72,841
+18,338
| +34% | +$370K | 0.54% | 35 |
|
|
2023
Q1 | $1.06M | Buy |
54,503
+9,578
| +21% | +$186K | 0.45% | 40 |
|
|
2022
Q4 | $940K | Sell |
44,925
-1,935
| -4% | -$40.5K | 0.39% | 50 |
|
|
2022
Q3 | $924K | Buy |
+46,860
| New | +$924K | 0.39% | 50 |
|