Evergreen Capital Management’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 | $175K | Sell |
11,064
-5,791
| -34% | -$91.8K | 0.01% | 1055 |
|
|
2025
Q1 | $285K | Sell |
16,855
-2,302
| -12% | -$38.9K | 0.01% | 776 |
|
|
2024
Q4 | $325K | Buy |
19,157
+1,118
| +6% | +$19K | 0.01% | 692 |
|
|
2024
Q3 | $327K | Buy |
18,039
+393
| +2% | +$7.13K | 0.01% | 670 |
|
|
2024
Q2 | $291K | Buy |
+17,646
| New | +$291K | 0.01% | 673 |
|
|
2024
Q1 | – | Sell |
-29,592
| Closed | -$510K | – | 896 |
|
|
2023
Q4 | $510K | Buy |
+29,592
| New | +$510K | 0.02% | 420 |
|