CX Institutional’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 | $282K | Hold |
17,776
| – | – | 0.01% | 526 |
|
|
2025
Q1 | $300K | Hold |
17,776
| – | – | 0.01% | 480 |
|
|
2024
Q4 | $301K | Buy |
17,776
+105
| +0.6% | +$1.78K | 0.01% | 441 |
|
|
2024
Q3 | $321K | Hold |
17,671
| – | – | 0.01% | 452 |
|
|
2024
Q2 | $291K | Hold |
17,671
| – | – | 0.01% | 467 |
|
|
2024
Q1 | $250K | Hold |
17,671
| – | – | 0.01% | 496 |
|
|
2023
Q4 | $304K | Hold |
17,671
| – | – | 0.02% | 402 |
|
|
2023
Q3 | $270K | Hold |
17,671
| – | – | 0.01% | 420 |
|
|
2023
Q2 | $333K | Hold |
17,671
| – | – | 0.02% | 408 |
|
|
2023
Q1 | $342K | Sell |
17,671
-1,635
| -8% | -$31.7K | 0.02% | 396 |
|
|
2022
Q4 | $372K | Sell |
19,306
-7,626
| -28% | -$147K | 0.02% | 405 |
|
|
2022
Q3 | $562K | Sell |
26,932
-26,615
| -50% | -$555K | 0.04% | 322 |
|
|
2022
Q2 | $1.49M | Buy |
53,547
+44,332
| +481% | +$1.24M | 0.11% | 210 |
|
|
2022
Q1 | $289K | Hold |
9,215
| – | – | 0.02% | 314 |
|
|
2021
Q4 | $308K | Hold |
9,215
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $273K | Hold |
9,215
| – | – | 0.02% | 328 |
|
|
2021
Q2 | $246K | Buy |
9,215
+50
| +0.5% | +$1.34K | 0.02% | 318 |
|
|
2021
Q1 | $253K | Hold |
9,165
| – | – | 0.02% | 281 |
|
|
2020
Q4 | $252K | Sell |
9,165
-1,221
| -12% | -$33.6K | 0.02% | 277 |
|
|
2020
Q3 | $270K | Buy |
10,386
+1,221
| +13% | +$31.7K | 0.03% | 239 |
|
|
2020
Q2 | $240K | Hold |
9,165
| – | – | 0.03% | 235 |
|
|
2020
Q1 | $223K | Hold |
9,165
| – | – | 0.04% | 225 |
|
|
2019
Q4 | $278K | Hold |
9,165
| – | – | 0.05% | 179 |
|
|
2019
Q3 | $269K | Hold |
9,165
| – | – | 0.04% | 198 |
|
|
2019
Q2 | $251K | Sell |
9,165
-5,000
| -35% | -$137K | 0.04% | 205 |
|
|
2019
Q1 | $405K | Hold |
14,165
| – | – | 0.07% | 166 |
|
|
2018
Q4 | $359K | Buy |
+14,165
| New | +$359K | 0.08% | 144 |
|