Capital Planning Advisors’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-9,849	Closed	-$274K	–	107
2015 Q1	$274K	Sell	9,849 -8,861	-47%	-$247K	0.19%	83
2014 Q4	$504K	Buy	+18,710	New	+$504K	0.44%	49