Fortis 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 | $492K | Sell |
31,032
-4,641
| -13% | -$73.6K | 0.32% | 60 |
|
|
2025
Q1 | $603K | Buy |
35,673
+4,975
| +16% | +$84.1K | 0.39% | 49 |
|
|
2024
Q4 | $520K | Buy |
30,698
+498
| +2% | +$8.44K | 0.34% | 55 |
|
|
2024
Q3 | $548K | Buy |
30,200
+11,428
| +61% | +$207K | 0.36% | 51 |
|
|
2024
Q2 | $309K | Buy |
18,772
+363
| +2% | +$5.98K | 0.22% | 74 |
|
|
2024
Q1 | $260K | Buy |
+18,409
| New | +$260K | 0.17% | 81 |
|