EverSource Wealth Advisors’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 | $55.2K | Sell |
3,479
-757
| -18% | -$12K | ﹤0.01% | 1548 |
|
|
2025
Q1 | $71.6K | Sell |
4,236
-8,169
| -66% | -$138K | ﹤0.01% | 1059 |
|
|
2024
Q4 | $210K | Buy |
12,405
+9,504
| +328% | +$161K | 0.01% | 635 |
|
|
2024
Q3 | $52.7K | Buy |
2,901
+92
| +3% | +$1.67K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $49.7K | Buy |
2,809
+2,030
| +261% | +$35.9K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $11.1K | Sell |
779
-210
| -21% | -$2.99K | ﹤0.01% | 1637 |
|
|
2023
Q4 | $17K | Buy |
989
+596
| +152% | +$10.3K | ﹤0.01% | 1310 |
|
|
2023
Q3 | $6K | Buy |
393
+342
| +671% | +$5.22K | ﹤0.01% | 1632 |
|
|
2023
Q2 | $962 | Buy |
51
+10
| +24% | +$189 | ﹤0.01% | 2245 |
|
|
2023
Q1 | $793 | Buy |
+41
| New | +$793 | ﹤0.01% | 2158 |
|
|
2022
Q4 | – | Sell |
-240
| Closed | -$5K | – | 2361 |
|
|
2022
Q3 | $5K | Buy |
+240
| New | +$5K | ﹤0.01% | 1368 |
|