Kestra Advisory Services’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 | $277K | Sell |
17,465
-2,082
| -11% | -$33K | ﹤0.01% | 2406 |
|
|
2025
Q1 | $330K | Sell |
19,547
-3,308
| -14% | -$55.9K | ﹤0.01% | 2102 |
|
|
2024
Q4 | $387K | Buy |
+22,855
| New | +$387K | ﹤0.01% | 2039 |
|
|
2024
Q3 | – | Sell |
-16,836
| Closed | -$277K | – | 2627 |
|
|
2024
Q2 | $277K | Sell |
16,836
-1,551
| -8% | -$25.6K | ﹤0.01% | 2153 |
|
|
2024
Q1 | $260K | Buy |
+18,387
| New | +$260K | ﹤0.01% | 2108 |
|
|
2023
Q1 | – | Sell |
-13,311
| Closed | -$257K | – | 2181 |
|
|
2022
Q4 | $257K | Buy |
+13,311
| New | +$257K | ﹤0.01% | 1846 |
|
|
2022
Q3 | – | Sell |
-13,310
| Closed | -$384K | – | 2161 |
|
|
2022
Q2 | $384K | Buy |
+13,310
| New | +$384K | ﹤0.01% | 1476 |
|