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
2026 Q1	$119K	Buy	7,017 +2,949	+72%	+$51.7K	﹤0.01%	1332
2025 Q4	$69K	Buy	4,068 +147	+4%	+$2.62K	﹤0.01%	1517
2025 Q3	$70.7K	Buy	3,921 +442	+13%	+$7.47K	﹤0.01%	1465
2025 Q2	$55.2K	Sell	3,479 -757	-18%	-$11.5K	﹤0.01%	1555
2025 Q1	$71.6K	Sell	4,236 -8,169	-66%	-$136K	﹤0.01%	1060
2024 Q4	$210K	Buy	12,405 +9,504	+328%	+$167K	0.01%	635
2024 Q3	$52.7K	Buy	2,901 +92	+3%	+$1.63K	﹤0.01%	1048
2024 Q2	$49.7K	Buy	2,809 +2,030	+261%	+$31.1K	﹤0.01%	1096
2024 Q1	$11.1K	Sell	779 -210	-21%	-$3.17K	﹤0.01%	1637
2023 Q4	$17K	Buy	989 +596	+152%	+$9.1K	﹤0.01%	1310
2023 Q3	$6K	Buy	393 +342	+671%	+$6.07K	﹤0.01%	1632
2023 Q2	$962	Buy	51 +10	+24%	+$193	﹤0.01%	2246
2023 Q1	$793	Buy	+41	New	+$826	﹤0.01%	2159
2022 Q4	–	Sell	-240	Closed	-$5K	–	2361
2022 Q3	$5K	Buy	+240	New	+$6.1K	﹤0.01%	1368