Concord Wealth Partners’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-28	Closed	-$461	–	982
2024 Q2	$461	Buy	+28	New	+$461	﹤0.01%	763
2021 Q1	–	Sell	-2,500	Closed	-$69K	–	1023
2020 Q4	$69K	Buy	+2,500	New	+$69K	0.05%	169