GeoWealth Management’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 | $422K | Sell |
26,624
-594
| -2% | -$9.42K | 0.02% | 442 |
|
|
2025
Q1 | $460K | Sell |
27,218
-1,491
| -5% | -$25.2K | 0.02% | 441 |
|
|
2024
Q4 | $487K | Buy |
28,709
+4,355
| +18% | +$73.8K | 0.02% | 473 |
|
|
2024
Q3 | $442K | Buy |
24,354
+7,983
| +49% | +$145K | 0.02% | 489 |
|
|
2024
Q2 | $270K | Buy |
16,371
+1,496
| +10% | +$24.7K | 0.01% | 612 |
|
|
2024
Q1 | $210K | Buy |
+14,875
| New | +$210K | 0.01% | 673 |
|