Creative Planning’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 | $1.91M | Buy |
120,177
+3,911
| +3% | +$62K | ﹤0.01% | 1352 |
|
|
2025
Q1 | $1.96M | Sell |
116,266
-13,420
| -10% | -$227K | ﹤0.01% | 1186 |
|
|
2024
Q4 | $2.2M | Buy |
129,686
+3,053
| +2% | +$51.7K | ﹤0.01% | 1072 |
|
|
2024
Q3 | $2.3M | Buy |
126,633
+23,981
| +23% | +$435K | ﹤0.01% | 988 |
|
|
2024
Q2 | $1.69M | Buy |
102,652
+54,024
| +111% | +$890K | ﹤0.01% | 1075 |
|
|
2024
Q1 | $688K | Sell |
48,628
-7,498
| -13% | -$106K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $967K | Buy |
56,126
+28,508
| +103% | +$491K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $422K | Sell |
27,618
-735
| -3% | -$11.2K | ﹤0.01% | 1672 |
|
|
2023
Q2 | $535K | Buy |
28,353
+6,826
| +32% | +$129K | ﹤0.01% | 1498 |
|
|
2023
Q1 | $416K | Buy |
21,527
+1,879
| +10% | +$36.3K | ﹤0.01% | 1580 |
|
|
2022
Q4 | $379K | Buy |
19,648
+6,545
| +50% | +$126K | ﹤0.01% | 1568 |
|
|
2022
Q3 | $273K | Buy |
13,103
+1,036
| +9% | +$21.6K | ﹤0.01% | 1702 |
|
|
2022
Q2 | $337K | Sell |
12,067
-53
| -0.4% | -$1.48K | ﹤0.01% | 1532 |
|
|
2022
Q1 | $379K | Buy |
12,120
+1,949
| +19% | +$60.9K | ﹤0.01% | 1485 |
|
|
2021
Q4 | $340K | Buy |
10,171
+8
| +0.1% | +$267 | ﹤0.01% | 1534 |
|
|
2021
Q3 | $301K | Sell |
10,163
-221
| -2% | -$6.55K | ﹤0.01% | 1585 |
|
|
2021
Q2 | $277K | Sell |
10,384
-2,460
| -19% | -$65.6K | ﹤0.01% | 1599 |
|
|
2021
Q1 | $354K | Buy |
12,844
+122
| +1% | +$3.36K | ﹤0.01% | 1655 |
|
|
2020
Q4 | $350K | Buy |
12,722
+309
| +2% | +$8.5K | ﹤0.01% | 1500 |
|
|
2020
Q3 | $323K | Sell |
12,413
-102
| -0.8% | -$2.65K | ﹤0.01% | 1354 |
|
|
2020
Q2 | $332K | Sell |
12,515
-863
| -6% | -$22.9K | ﹤0.01% | 1235 |
|
|
2020
Q1 | $325K | Sell |
13,378
-2,281
| -15% | -$55.4K | ﹤0.01% | 1136 |
|
|
2019
Q4 | $474K | Buy |
15,659
+1,572
| +11% | +$47.6K | ﹤0.01% | 1129 |
|
|
2019
Q3 | $414K | Sell |
14,087
-108
| -0.8% | -$3.17K | ﹤0.01% | 1171 |
|
|
2019
Q2 | $389K | Sell |
14,195
-4,570
| -24% | -$125K | ﹤0.01% | 1207 |
|
|
2019
Q1 | $536K | Buy |
18,765
+1
| +0% | +$29 | ﹤0.01% | 987 |
|
|
2018
Q4 | $475K | Buy |
18,764
+46
| +0.2% | +$1.16K | ﹤0.01% | 983 |
|
|
2018
Q3 | $499K | Sell |
18,718
-334
| -2% | -$8.9K | ﹤0.01% | 1066 |
|
|
2018
Q2 | $514K | Sell |
19,052
-1,044
| -5% | -$28.2K | ﹤0.01% | 1045 |
|
|
2018
Q1 | $532K | Buy |
20,096
+2,406
| +14% | +$63.7K | ﹤0.01% | 1043 |
|
|
2017
Q4 | $531K | Sell |
17,690
-1,216
| -6% | -$36.5K | ﹤0.01% | 1033 |
|
|
2017
Q3 | $563K | Buy |
18,906
+282
| +2% | +$8.4K | ﹤0.01% | 983 |
|
|
2017
Q2 | $579K | Sell |
18,624
-110
| -0.6% | -$3.42K | ﹤0.01% | 940 |
|
|
2017
Q1 | $589K | Buy |
18,734
+3,700
| +25% | +$116K | ﹤0.01% | 902 |
|
|
2016
Q4 | $438K | Buy |
15,034
+448
| +3% | +$13.1K | ﹤0.01% | 984 |
|
|
2016
Q3 | $476K | Buy |
14,586
+1,618
| +12% | +$52.8K | ﹤0.01% | 920 |
|
|
2016
Q2 | $419K | Buy |
12,968
+925
| +8% | +$29.9K | ﹤0.01% | 860 |
|
|
2016
Q1 | $354K | Sell |
12,043
-6,015
| -33% | -$177K | ﹤0.01% | 897 |
|
|
2015
Q4 | $487K | Buy |
18,058
+5,490
| +44% | +$148K | ﹤0.01% | 762 |
|
|
2015
Q3 | $308K | Buy |
+12,568
| New | +$308K | ﹤0.01% | 953 |
|
|
2015
Q2 | – | Sell |
-6,659
| Closed | -$186K | – | 1834 |
|
|
2015
Q1 | $186K | Buy |
6,659
+541
| +9% | +$15.1K | ﹤0.01% | 1221 |
|
|
2014
Q4 | $165K | Sell |
6,118
-1,150
| -16% | -$31K | ﹤0.01% | 1250 |
|
|
2014
Q3 | $169K | Sell |
7,268
-149
| -2% | -$3.47K | ﹤0.01% | 1154 |
|
|
2014
Q2 | $179K | Sell |
7,417
-4,549
| -38% | -$110K | ﹤0.01% | 1086 |
|
|
2014
Q1 | $273K | Sell |
11,966
-1,655
| -12% | -$37.8K | ﹤0.01% | 859 |
|
|
2013
Q4 | $268K | Buy |
13,621
+4,084
| +43% | +$80.4K | ﹤0.01% | 729 |
|
|
2013
Q3 | $201K | Sell |
9,537
-819
| -8% | -$17.3K | ﹤0.01% | 765 |
|
|
2013
Q2 | $233K | Buy |
+10,356
| New | +$233K | 0.01% | 633 |
|