Modern Wealth Management’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 | $205K | Sell |
12,909
-1,351
| -9% | -$21.4K | 0.01% | 732 |
|
|
2025
Q1 | $241K | Buy |
14,260
+20
| +0.1% | +$338 | 0.01% | 588 |
|
|
2024
Q4 | $241K | Sell |
14,240
-451
| -3% | -$7.64K | 0.01% | 509 |
|
|
2024
Q3 | $267K | Buy |
14,691
+1,765
| +14% | +$32K | 0.02% | 366 |
|
|
2024
Q2 | $213K | Hold |
12,926
| – | – | 0.02% | 374 |
|
|
2024
Q1 | $183K | Sell |
12,926
-217
| -2% | -$3.07K | 0.02% | 287 |
|
|
2023
Q4 | $226K | Buy |
+13,143
| New | +$226K | 0.03% | 171 |
|