Jones Financial Companies’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.1K | Buy |
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|
2025
Q4 | $26K | Sell |
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|
2025
Q3 | $33.2K | Sell |
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|
2025
Q2 | $29.4K | Sell |
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|
2025
Q1 | $33.7K | Sell |
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|
2024
Q4 | $52K | Buy |
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|
2024
Q3 | $33K | Buy |
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|
2024
Q2 | $24.7K | Hold |
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|
2024
Q1 | $21.2K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $19K | Hold |
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|
2013
Q2 | $20K | Buy |
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