Dakota Wealth Management’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,982	Closed	-$198K	–	675
2023 Q3	$198K	Buy	12,982 +567	+5%	+$8.66K	0.01%	601
2023 Q2	$234K	Buy	12,415 +2,041	+20%	+$38.5K	0.01%	545
2023 Q1	$201K	Sell	10,374 -185	-2%	-$3.58K	0.01%	564
2022 Q4	$203K	Buy	+10,559	New	+$203K	0.01%	545