Creative Planning’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
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $967K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $350K | Buy |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $325K | Sell |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $414K | Sell |
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|
2019
Q2 | $389K | Sell |
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|
2019
Q1 | $536K | Buy |
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|
2018
Q4 | $475K | Buy |
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|
2018
Q3 | $499K | Sell |
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|
2018
Q2 | $514K | Sell |
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|
2018
Q1 | $532K | Buy |
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|
2017
Q4 | $531K | Sell |
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|
2017
Q3 | $563K | Buy |
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|
2017
Q2 | $579K | Sell |
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|
2017
Q1 | $589K | Buy |
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|
2016
Q4 | $438K | Buy |
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|
2016
Q3 | $476K | Buy |
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|
2016
Q2 | $419K | Buy |
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|
2016
Q1 | $354K | Sell |
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|
2015
Q4 | $487K | Buy |
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|
2015
Q3 | $308K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $186K | Buy |
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|
2014
Q4 | $165K | Sell |
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|
2014
Q3 | $169K | Sell |
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|
2014
Q2 | $179K | Sell |
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|
2014
Q1 | $273K | Sell |
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|
2013
Q4 | $268K | Buy |
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|
2013
Q3 | $201K | Sell |
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|
2013
Q2 | $233K | Buy |
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