Money Concepts Capital’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	$1.08M	Buy	63,805 +2,208	+4%	+$38.7K	0.06%	282
2025 Q4	$1.04M	Sell	61,597 -373	-0.6%	-$6.64K	0.06%	262
2025 Q3	$1.12M	Buy	61,970 +2,334	+4%	+$39.5K	0.07%	238
2025 Q2	$946K	Buy	59,636 +10,829	+22%	+$165K	0.06%	249
2025 Q1	$825K	Buy	48,807 +4,826	+11%	+$80.2K	0.06%	240
2024 Q4	$745K	Buy	43,981 +2,647	+6%	+$46.5K	0.06%	246
2024 Q3	$750K	Buy	41,334 +2,040	+5%	+$36.2K	0.06%	245
2024 Q2	$648K	Buy	39,294 +4,595	+13%	+$70.3K	0.05%	259
2024 Q1	$491K	Buy	34,699 +3,044	+10%	+$45.9K	0.05%	294
2023 Q4	$545K	Buy	31,655 +3,728	+13%	+$56.9K	0.05%	264
2023 Q3	$427K	Buy	27,927 +1,519	+6%	+$27K	0.04%	260
2023 Q2	$498K	Sell	26,408 -109,129	-81%	-$2.11M	0.05%	252
2023 Q1	$2.63M	Buy	135,537 +8,668	+7%	+$175K	0.15%	129
2022 Q4	$2.44M	Buy	126,869 +4,986	+4%	+$97.9K	0.11%	168
2022 Q3	$2.54M	Buy	121,883 +103,981	+581%	+$2.64M	0.15%	130
2022 Q2	$516K	Sell	17,902 -5,780	-24%	-$172K	0.05%	274
2022 Q1	$742K	Buy	23,682 +7,201	+44%	+$227K	0.04%	347
2021 Q4	$550K	Buy	+16,481	New	+$550K	0.05%	296
2021 Q1	$348K	Buy	12,612 +1,642	+15%	+$45.9K	0.03%	376
2020 Q4	$302K	Buy	+10,970	New	+$289K	0.03%	360