J.W. Cole Advisors’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
Q2 | $744K | Buy |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $649K | Sell |
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|
2022
Q3 | $725K | Buy |
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|
2022
Q2 | $957K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $934K | Buy |
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|
2021
Q1 | $963K | Buy |
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|
2020
Q4 | $960K | Sell |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.26M | Buy |
|