Naviter Wealth’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,211	Closed	-$185K	–	291
2024 Q3	$185K	Sell	10,211 -1,700	-14%	-$30.9K	0.03%	229
2024 Q2	$196K	Hold	11,911	–	–	0.03%	219
2024 Q1	$169K	Hold	11,911	–	–	0.03%	221
2023 Q4	$205K	Buy	+11,911	New	+$205K	0.04%	205