Carson Wealth (CWM 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
Q2 | $349K | Buy |
21,991
+868
| +4% | +$13.8K | ﹤0.01% | 1767 |
|
|
2025
Q1 | $357K | Sell |
21,123
-6,236
| -23% | -$105K | ﹤0.01% | 1585 |
|
|
2024
Q4 | $464K | Buy |
27,359
+4,291
| +19% | +$72.8K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $419K | Buy |
23,068
+4,965
| +27% | +$90.2K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $298K | Buy |
18,103
+2,623
| +17% | +$43.2K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $219K | Sell |
15,480
-1,459
| -9% | -$20.6K | ﹤0.01% | 1471 |
|
|
2023
Q4 | $292K | Buy |
16,939
+3,329
| +24% | +$57.4K | ﹤0.01% | 1260 |
|
|
2023
Q3 | $208K | Sell |
13,610
-5,729
| -30% | -$87.6K | ﹤0.01% | 1298 |
|
|
2023
Q2 | $365K | Buy |
19,339
+4,475
| +30% | +$84.5K | ﹤0.01% | 1049 |
|
|
2023
Q1 | $287K | Buy |
14,864
+1,496
| +11% | +$28.9K | ﹤0.01% | 1069 |
|
|
2022
Q4 | $258K | Buy |
13,368
+2,052
| +18% | +$39.6K | ﹤0.01% | 1010 |
|
|
2022
Q3 | $236K | Sell |
11,316
-1,069
| -9% | -$22.3K | ﹤0.01% | 985 |
|
|
2022
Q2 | $346K | Sell |
12,385
-2,335
| -16% | -$65.2K | ﹤0.01% | 842 |
|
|
2022
Q1 | $461K | Sell |
14,720
-552
| -4% | -$17.3K | ﹤0.01% | 754 |
|
|
2021
Q4 | $510K | Buy |
+15,272
| New | +$510K | ﹤0.01% | 718 |
|
|
2021
Q2 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2021
Q1 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2020
Q4 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2020
Q3 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2020
Q2 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2020
Q1 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2019
Q4 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2019
Q3 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2019
Q2 | $385K | Hold |
14,414
| – | – | ﹤0.01% | 722 |
|
|
2019
Q1 | $385K | Buy |
14,414
+12,888
| +845% | +$344K | ﹤0.01% | 722 |
|
|
2018
Q4 | $39K | Buy |
1,526
+181
| +13% | +$4.63K | ﹤0.01% | 933 |
|
|
2018
Q3 | $36K | Buy |
1,345
+845
| +169% | +$22.6K | ﹤0.01% | 814 |
|
|
2018
Q2 | $13K | Sell |
500
-82
| -14% | -$2.13K | ﹤0.01% | 926 |
|
|
2018
Q1 | $15K | Sell |
582
-653
| -53% | -$16.8K | ﹤0.01% | 764 |
|
|
2017
Q4 | $37K | Sell |
1,235
-76
| -6% | -$2.28K | ﹤0.01% | 580 |
|
|
2017
Q3 | $39K | Buy |
1,311
+729
| +125% | +$21.7K | ﹤0.01% | 562 |
|
|
2017
Q2 | $18K | Hold |
582
| – | – | ﹤0.01% | 646 |
|
|
2017
Q1 | $18K | Sell |
582
-2,454
| -81% | -$75.9K | ﹤0.01% | 616 |
|
|
2016
Q4 | $88K | Sell |
3,036
-743
| -20% | -$21.5K | 0.01% | 369 |
|
|
2016
Q3 | $123K | Sell |
3,779
-659
| -15% | -$21.4K | 0.01% | 312 |
|
|
2016
Q2 | $144K | Sell |
4,438
-625
| -12% | -$20.3K | 0.01% | 266 |
|
|
2016
Q1 | $149K | Sell |
5,063
-2,512
| -33% | -$73.9K | 0.01% | 247 |
|
|
2015
Q4 | $204K | Buy |
7,575
+3,659
| +93% | +$98.5K | 0.02% | 223 |
|
|
2015
Q3 | $96K | Buy |
+3,916
| New | +$96K | 0.01% | 242 |
|
|
2015
Q2 | – | Sell |
-8,117
| Closed | -$226K | – | 188 |
|
|
2015
Q1 | $226K | Sell |
8,117
-721
| -8% | -$20.1K | 0.02% | 173 |
|
|
2014
Q4 | $238K | Sell |
8,838
-3,564
| -29% | -$96K | 0.03% | 161 |
|
|
2014
Q3 | $288K | Sell |
12,402
-7,201
| -37% | -$167K | 0.04% | 161 |
|
|
2014
Q2 | $472K | Sell |
19,603
-6,166
| -24% | -$148K | 0.08% | 122 |
|
|
2014
Q1 | $587K | Sell |
25,769
-18,897
| -42% | -$430K | 0.08% | 102 |
|
|
2013
Q4 | $879K | Buy |
44,666
+30,215
| +209% | +$595K | 0.14% | 104 |
|
|
2013
Q3 | $304K | Buy |
+14,451
| New | +$304K | 0.08% | 127 |
|