Capital Analysts LLC’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 |
-957
| Closed | -$16K | – | 1399 |
|
|
2024
Q4 | $16K | Buy |
957
+12
| +1% | +$201 | ﹤0.01% | 979 |
|
|
2024
Q3 | $17K | Buy |
+945
| New | +$17K | ﹤0.01% | 928 |
|
|
2023
Q4 | – | Sell |
-823
| Closed | -$13K | – | 1154 |
|
|
2023
Q3 | $13K | Buy |
823
+10
| +1% | +$158 | ﹤0.01% | 841 |
|
|
2023
Q2 | $15K | Buy |
813
+9
| +1% | +$166 | ﹤0.01% | 770 |
|
|
2023
Q1 | $16K | Sell |
804
-126
| -14% | -$2.51K | ﹤0.01% | 754 |
|
|
2022
Q4 | $18K | Buy |
930
+8
| +0.9% | +$155 | ﹤0.01% | 779 |
|
|
2022
Q3 | $19K | Buy |
+922
| New | +$19K | ﹤0.01% | 721 |
|