NewEdge Wealth’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,985	Closed	-$232K	–	645
2023 Q1	$232K	Sell	11,985 -6,530	-35%	-$126K	0.01%	556
2022 Q4	$357K	Sell	18,515 -5,028	-21%	-$96.9K	0.02%	416
2022 Q3	$491K	Buy	+23,543	New	+$491K	0.02%	358