Journey Strategic Wealth’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
$434K Buy
27,391
+1,630
+6% +$25.9K 0.01% 326
2025
Q1
$435K Buy
25,761
+1,924
+8% +$32.5K 0.02% 255
2024
Q4
$404K Buy
23,837
+319
+1% +$5.41K 0.02% 267
2024
Q3
$427K Buy
+23,518
New +$427K 0.02% 250