Global Financial Private Client’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 | $268K | Sell |
16,876
-400
| -2% | -$6.34K | 0.1% | 196 |
|
|
2025
Q1 | $292K | Hold |
17,276
| – | – | 0.11% | 175 |
|
|
2024
Q4 | $293K | Hold |
17,276
| – | – | 0.11% | 170 |
|
|
2024
Q3 | $314K | Hold |
17,276
| – | – | 0.12% | 161 |
|
|
2024
Q2 | $285K | Sell |
17,276
-2,500
| -13% | -$41.2K | 0.12% | 164 |
|
|
2024
Q1 | $279K | Sell |
19,776
-10,627
| -35% | -$150K | 0.12% | 157 |
|
|
2023
Q4 | $524K | Hold |
30,403
| – | – | 0.25% | 103 |
|
|
2023
Q3 | $452K | Hold |
30,403
| – | – | 0.23% | 102 |
|
|
2023
Q2 | $578K | Hold |
30,403
| – | – | 0.28% | 87 |
|
|
2023
Q1 | $590K | Hold |
30,403
| – | – | 0.3% | 82 |
|
|
2022
Q4 | $586K | Sell |
30,403
-30
| -0.1% | -$578 | 0.33% | 76 |
|
|
2022
Q3 | $646K | Sell |
30,433
-330
| -1% | -$7.01K | 0.37% | 67 |
|
|
2022
Q2 | $887K | Sell |
30,763
-120
| -0.4% | -$3.46K | 0.5% | 51 |
|
|
2022
Q1 | $981K | Hold |
30,883
| – | – | 0.47% | 51 |
|
|
2021
Q4 | $1.03M | Sell |
30,883
-209
| -0.7% | -$6.98K | 0.5% | 46 |
|
|
2021
Q3 | $931K | Buy |
31,092
+6
| +0% | +$180 | 0.48% | 53 |
|
|
2021
Q2 | $836K | Buy |
31,086
+5
| +0% | +$134 | 0.47% | 56 |
|
|
2021
Q1 | $876K | Buy |
31,081
+6
| +0% | +$169 | 0.63% | 34 |
|
|
2020
Q4 | $856K | Buy |
31,075
+5
| +0% | +$138 | 0.68% | 31 |
|
|
2020
Q3 | $819K | Buy |
31,070
+6
| +0% | +$158 | 0.71% | 32 |
|
|
2020
Q2 | $837K | Sell |
31,064
-394
| -1% | -$10.6K | 0.73% | 30 |
|
|
2020
Q1 | $689K | Buy |
31,458
+5
| +0% | +$109 | 0.73% | 27 |
|
|
2019
Q4 | $952K | Buy |
+31,453
| New | +$952K | 0.8% | 25 |
|