Corient Private Wealth’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 | $346K | Buy |
21,823
+2,751
| +14% | +$43.6K | ﹤0.01% | 2001 |
|
|
2025
Q1 | $322K | Sell |
19,072
-1,433
| -7% | -$24.2K | ﹤0.01% | 1812 |
|
|
2024
Q4 | $348K | Buy |
20,505
+1,393
| +7% | +$23.6K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $347K | Buy |
19,112
+1,903
| +11% | +$34.5K | ﹤0.01% | 1921 |
|
|
2024
Q2 | $284K | Sell |
17,209
-817
| -5% | -$13.5K | ﹤0.01% | 1936 |
|
|
2024
Q1 | $255K | Buy |
18,026
+4,532
| +34% | +$64.1K | ﹤0.01% | 1978 |
|
|
2023
Q4 | $233K | Buy |
+13,494
| New | +$233K | ﹤0.01% | 1995 |
|