Focus Partners Wealth’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 | $328K | Buy |
20,711
+1,693
| +9% | +$26.9K | ﹤0.01% | 1624 |
|
|
2025
Q1 | $321K | Sell |
19,018
-1,736
| -8% | -$29.3K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $352K | Buy |
20,754
+4,350
| +27% | +$73.7K | ﹤0.01% | 1463 |
|
|
2024
Q3 | $298K | Buy |
16,404
+500
| +3% | +$9.08K | ﹤0.01% | 1322 |
|
|
2024
Q2 | $262K | Sell |
15,904
-3,823
| -19% | -$63K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $279K | Sell |
19,727
-6,223
| -24% | -$88K | ﹤0.01% | 855 |
|
|
2023
Q4 | $447K | Buy |
+25,950
| New | +$447K | 0.01% | 597 |
|