Global Financial Private Client’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Hold |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $292K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $524K | Hold |
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|
2023
Q3 | $452K | Hold |
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|
2023
Q2 | $578K | Hold |
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|
2023
Q1 | $590K | Hold |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $981K | Hold |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $931K | Buy |
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|
2021
Q2 | $836K | Buy |
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|
2021
Q1 | $876K | Buy |
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|
2020
Q4 | $856K | Buy |
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|
2020
Q3 | $819K | Buy |
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|
2020
Q2 | $837K | Sell |
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|
2020
Q1 | $689K | Buy |
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|
2019
Q4 | $952K | Buy |
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