Cerity Partners’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 | $310K | Sell |
19,523
-177
| -0.9% | -$2.81K | ﹤0.01% | 2139 |
|
|
2025
Q1 | $333K | Sell |
19,700
-37,944
| -66% | -$641K | ﹤0.01% | 1965 |
|
|
2024
Q4 | $1.02M | Sell |
57,644
-19,901
| -26% | -$351K | ﹤0.01% | 1402 |
|
|
2024
Q3 | $1.41M | Buy |
77,545
+39,975
| +106% | +$726K | ﹤0.01% | 1254 |
|
|
2024
Q2 | $619K | Sell |
37,570
-18,775
| -33% | -$309K | ﹤0.01% | 1444 |
|
|
2024
Q1 | $797K | Buy |
56,345
+29,412
| +109% | +$416K | ﹤0.01% | 1378 |
|
|
2023
Q4 | $464K | Buy |
+26,933
| New | +$464K | ﹤0.01% | 1297 |
|
|
2023
Q3 | – | Sell |
-22,154
| Closed | -$418K | – | 1530 |
|
|
2023
Q2 | $418K | Buy |
22,154
+2,468
| +13% | +$46.5K | ﹤0.01% | 1252 |
|
|
2023
Q1 | $381K | Buy |
19,686
+5,455
| +38% | +$105K | ﹤0.01% | 1418 |
|
|
2022
Q4 | $274K | Buy |
+14,231
| New | +$274K | ﹤0.01% | 1181 |
|