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
2026 Q1	$267K	Hold	15,717	–	–	0.15%	83
2025 Q4	$266K	Sell	15,717 -4,036	-20%	-$71.8K	0.15%	82
2025 Q3	$356K	Hold	19,753	–	–	0.2%	64
2025 Q2	$313K	Sell	19,753 -75	-0.4%	-$1.14K	0.2%	62
2025 Q1	$335K	Sell	19,828 -1,150	-5%	-$19.1K	0.23%	59
2024 Q4	$356K	Sell	20,978 -3,224	-13%	-$56.7K	0.23%	55
2024 Q3	$439K	Sell	24,202 -696	-3%	-$12.3K	0.3%	45
2024 Q2	$410K	Sell	24,898 -250	-1%	-$3.83K	0.31%	47
2024 Q1	$356K	Sell	25,148 -1,750	-7%	-$26.4K	0.29%	52
2023 Q4	$463K	Sell	26,898 -950	-3%	-$14.5K	0.41%	39
2023 Q3	$425K	Sell	27,848 -1,022	-4%	-$18.1K	0.42%	37
2023 Q2	$544K	Hold	28,870	–	–	0.52%	32
2023 Q1	$558K	Sell	28,870 -145	-0.5%	-$2.92K	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%	-$25.5K	1.01%	21
2022 Q1	$936K	Sell	29,874 -1,092	-4%	-$34.4K	0.95%	24
2021 Q4	$1.03M	Buy	+30,966	New	+$1.03M	0.97%	24