Coppell Advisory Solutions’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 Q4	–	Sell	-10,154	Closed	-$180K	–	401
2025 Q3	$180K	Sell	10,154 -1,275	-11%	-$21.6K	0.02%	387
2025 Q2	$180K	Buy	11,429 +250	+2%	+$3.8K	0.02%	362
2025 Q1	$172K	Sell	11,179 -560	-5%	-$9.31K	0.02%	322
2024 Q4	$195K	Sell	11,739 -784	-6%	-$13.8K	0.03%	279
2024 Q3	$228K	Sell	12,523 -850	-6%	-$15.1K	0.03%	261
2024 Q2	$220K	Buy	+13,373	New	+$205K	0.04%	242
2023 Q4	$309K	Sell	17,913 -6,258	-26%	-$95.6K	0.06%	205
2023 Q3	$466K	Buy	24,171 +4,866	+25%	+$86.4K	0.16%	114
2023 Q2	$363K	Sell	19,305 -3,250	-14%	-$62.8K	0.1%	138
2023 Q1	$426K	Sell	22,555 -1,616	-7%	-$32.6K	0.14%	131
2022 Q4	$466K	Buy	+24,171	New	+$475K	0.16%	117
2020 Q4	$760K	Buy	+27,587	New	+$728K	0.38%	72