EverSource Wealth Advisors’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
$55.2K Sell
2025
Q1
$71.6K Sell
2024
Q4
$210K Buy
2024
Q3
$52.7K Buy
2024
Q2
$49.7K Buy
2024
Q1
$11.1K Sell
2023
Q4
$17K Buy
2023
Q3
$6K Buy
2023
Q2
$962 Buy
2023
Q1
$793 Buy
2022
Q4
Sell
2022
Q3
$5K Buy