NewEdge Advisors’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 | $227K | Sell |
14,328
-894
| -6% | -$14.2K | ﹤0.01% | 2158 |
|
|
2025
Q1 | $257K | Sell |
15,222
-11,937
| -44% | -$202K | ﹤0.01% | 1980 |
|
|
2024
Q4 | $460K | Buy |
27,159
+2,206
| +9% | +$37.4K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $453K | Sell |
24,953
-73
| -0.3% | -$1.33K | ﹤0.01% | 1531 |
|
|
2024
Q2 | $412K | Buy |
25,026
+180
| +0.7% | +$2.97K | ﹤0.01% | 1531 |
|
|
2024
Q1 | $352K | Buy |
24,846
+1,159
| +5% | +$16.4K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $394K | Buy |
23,687
+2,184
| +10% | +$36.4K | ﹤0.01% | 1415 |
|
|
2023
Q3 | $328K | Sell |
21,503
-1,854
| -8% | -$28.3K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $441K | Buy |
23,357
+22,329
| +2,172% | +$421K | 0.01% | 1251 |
|
|
2023
Q1 | $19.9K | Sell |
1,028
-918
| -47% | -$17.7K | ﹤0.01% | 2343 |
|
|
2022
Q4 | $11.7K | Buy |
+1,946
| New | +$11.7K | ﹤0.01% | 2319 |
|
|
2022
Q3 | – | Sell |
-17,867
| Closed | -$499K | – | 1585 |
|
|
2022
Q2 | $499K | Sell |
17,867
-1,387
| -7% | -$38.7K | 0.01% | 977 |
|
|
2022
Q1 | $603K | Buy |
19,254
+56
| +0.3% | +$1.75K | 0.01% | 796 |
|
|
2021
Q4 | $641K | Buy |
+19,198
| New | +$641K | 0.01% | 949 |
|
|
2019
Q4 | – | Sell |
-8,842
| Closed | -$266K | – | 839 |
|
|
2019
Q3 | $266K | Buy |
+8,842
| New | +$266K | 0.01% | 666 |
|
|
2017
Q3 | – | Sell |
-1,361
| Closed | -$40.2K | – | 691 |
|
|
2017
Q2 | $40.2K | Buy |
+1,361
| New | +$40.2K | 0.01% | 579 |
|