CreativeOne 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
$163K Buy
+10,256
New +$163K ﹤0.01% 1077
2025
Q1
Sell
-11,218
Closed -$190K 1102
2024
Q4
$190K Sell
11,218
-544
-5% -$9.22K 0.01% 1023
2024
Q3
$213K Buy
+11,762
New +$213K 0.01% 884
2024
Q2
Sell
-12,302
Closed -$174K 836
2024
Q1
$174K Buy
+12,302
New +$174K 0.01% 849