Clay Northam Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $356K | Hold |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $356K | Sell |
|
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $544K | Hold |
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|
2023
Q1 | $558K | Sell |
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|
2022
Q4 | $559K | Hold |
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|
2022
Q3 | $605K | Hold |
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|
2022
Q2 | $810K | Sell |
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|
2022
Q1 | $936K | Sell |
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|
2021
Q4 | $1.03M | Buy |
|