Coppell Advisory Solutions’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 | $180K | Buy |
11,429
+250
| +2% | +$3.94K | 0.02% | 362 |
|
|
2025
Q1 | $172K | Sell |
11,179
-560
| -5% | -$8.61K | 0.02% | 322 |
|
|
2024
Q4 | $195K | Sell |
11,739
-784
| -6% | -$13K | 0.03% | 279 |
|
|
2024
Q3 | $228K | Sell |
12,523
-850
| -6% | -$15.5K | 0.03% | 261 |
|
|
2024
Q2 | $220K | Buy |
+13,373
| New | +$220K | 0.04% | 242 |
|
|
2023
Q4 | $309K | Sell |
17,913
-6,258
| -26% | -$108K | 0.06% | 205 |
|
|
2023
Q3 | $466K | Buy |
24,171
+4,866
| +25% | +$93.8K | 0.16% | 114 |
|
|
2023
Q2 | $363K | Sell |
19,305
-3,250
| -14% | -$61.1K | 0.1% | 138 |
|
|
2023
Q1 | $426K | Sell |
22,555
-1,616
| -7% | -$30.5K | 0.14% | 131 |
|
|
2022
Q4 | $466K | Buy |
+24,171
| New | +$466K | 0.16% | 117 |
|
|
2020
Q4 | $760K | Buy |
+27,587
| New | +$760K | 0.38% | 72 |
|