Nicola 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
2024 Q1	–	Sell	-69,447	Closed	-$1.58M	–	118
2023 Q4	$1.58M	Buy	69,447 +3,292	+5%	+$75K	0.17%	94
2023 Q3	$1.37M	Buy	+66,155	New	+$1.37M	0.15%	106