CCM
Coldstream Capital Management’s Healthcare Realty HR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
10,890
+2,255
| +26% | +$35.8K | ﹤0.01% | 1079 |
|
|
2025
Q1 | $146K | Buy |
+8,635
| New | +$146K | ﹤0.01% | 1161 |
|
|
2017
Q1 | – | Sell |
-14,318
| Closed | -$417K | – | 261 |
|
|
2016
Q4 | $417K | Buy |
+14,318
| New | +$417K | 0.07% | 171 |
|
|
2016
Q3 | – | Sell |
-15,990
| Closed | -$517K | – | 127 |
|
|
2016
Q2 | $517K | Hold |
15,990
| – | – | 0.09% | 158 |
|
|
2016
Q1 | $470K | Buy |
+15,990
| New | +$470K | 0.09% | 123 |
|