Global Retirement Partners’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 Q4	$104K	Buy	6,113 +1,925	+46%	+$34.3K	﹤0.01%	1889
2025 Q3	$75.5K	Buy	4,188 +1	+0%	+$17	﹤0.01%	1667
2025 Q2	$66.4K	Buy	+4,187	New	+$63.7K	﹤0.01%	1625
2024 Q4	$78.3K	Sell	4,619 -586	-11%	-$10.3K	﹤0.01%	1391
2024 Q3	$94.5K	Buy	5,205 +1,209	+30%	+$21.4K	﹤0.01%	1265
2024 Q2	$65.9K	Buy	3,996 +969	+32%	+$14.8K	﹤0.01%	1395
2024 Q1	$42.8K	Sell	3,027 -4,643	-61%	-$70K	﹤0.01%	1475
2023 Q4	$134K	Buy	7,670 +2,873	+60%	+$43.9K	0.01%	909
2023 Q3	$72.2K	Buy	4,797 +2,242	+88%	+$39.8K	﹤0.01%	1074
2023 Q2	$48.2K	Buy	2,555 +29	+1%	+$560	﹤0.01%	1294
2023 Q1	$50.3K	Buy	2,526 +465	+23%	+$9.37K	﹤0.01%	1235
2022 Q4	$39.7K	Sell	2,061 -79	-4%	-$1.55K	﹤0.01%	1193
2022 Q3	$44K	Buy	2,140 +407	+23%	+$10.3K	﹤0.01%	1068
2022 Q2	$48K	Sell	1,733 -46	-3%	-$1.37K	﹤0.01%	1003
2022 Q1	$53K	Buy	+1,779	New	+$56K	﹤0.01%	977
2021 Q4	–	Sell	-1,733	Closed	-$51K	–	915
2021 Q3	$51K	Hold	1,733	–	–	0.01%	845
2021 Q2	$46K	Hold	1,733	–	–	﹤0.01%	882
2021 Q1	$48K	Hold	1,733	–	–	0.01%	811
2020 Q4	$48K	Buy	1,733 +21	+1%	+$554	0.01%	733
2020 Q3	$45K	Buy	1,712 +20	+1%	+$525	0.01%	668
2020 Q2	$45K	Buy	1,692 +21	+1%	+$538	0.01%	670
2020 Q1	$41K	Buy	1,671 +17	+1%	+$514	0.01%	618
2019 Q4	$50K	Buy	1,654 +17	+1%	+$508	0.01%	641
2019 Q3	$48K	Buy	1,637 +18	+1%	+$503	0.01%	639
2019 Q2	$44K	Buy	+1,619	New	+$45.6K	0.01%	640