Clay Northam Wealth Management’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 | $313K | Sell |
19,753
-75
| -0.4% | -$1.19K | 0.2% | 62 |
|
|
2025
Q1 | $335K | Sell |
19,828
-1,150
| -5% | -$19.4K | 0.23% | 59 |
|
|
2024
Q4 | $356K | Sell |
20,978
-3,224
| -13% | -$54.6K | 0.23% | 55 |
|
|
2024
Q3 | $439K | Sell |
24,202
-696
| -3% | -$12.6K | 0.3% | 45 |
|
|
2024
Q2 | $410K | Sell |
24,898
-250
| -1% | -$4.12K | 0.31% | 47 |
|
|
2024
Q1 | $356K | Sell |
25,148
-1,750
| -7% | -$24.8K | 0.29% | 52 |
|
|
2023
Q4 | $463K | Sell |
26,898
-950
| -3% | -$16.4K | 0.41% | 39 |
|
|
2023
Q3 | $425K | Sell |
27,848
-1,022
| -4% | -$15.6K | 0.42% | 37 |
|
|
2023
Q2 | $544K | Hold |
28,870
| – | – | 0.52% | 32 |
|
|
2023
Q1 | $558K | Sell |
28,870
-145
| -0.5% | -$2.8K | 0.57% | 27 |
|
|
2022
Q4 | $559K | Hold |
29,015
| – | – | 0.64% | 28 |
|
|
2022
Q3 | $605K | Hold |
29,015
| – | – | 0.76% | 26 |
|
|
2022
Q2 | $810K | Sell |
29,015
-859
| -3% | -$24K | 1.01% | 21 |
|
|
2022
Q1 | $936K | Sell |
29,874
-1,092
| -4% | -$34.2K | 0.95% | 24 |
|
|
2021
Q4 | $1.03M | Buy |
+30,966
| New | +$1.03M | 0.97% | 24 |
|