Orion Portfolio Solutions’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $297K | Buy |
17,588
+798
| +5% | +$13.5K | ﹤0.01% | 1638 |
|
|
2024
Q4 | $285K | Buy |
16,790
+4,218
| +34% | +$71.5K | ﹤0.01% | 1587 |
|
|
2024
Q3 | $228K | Sell |
12,572
-5,953
| -32% | -$108K | ﹤0.01% | 1653 |
|
|
2024
Q2 | $305K | Buy |
18,525
+3,968
| +27% | +$65.4K | ﹤0.01% | 1462 |
|
|
2024
Q1 | $206K | Sell |
14,557
-9,187
| -39% | -$130K | ﹤0.01% | 1611 |
|
|
2023
Q4 | $409K | Sell |
23,744
-10,184
| -30% | -$175K | ﹤0.01% | 1287 |
|
|
2023
Q3 | $518K | Buy |
33,928
+856
| +3% | +$13.1K | 0.01% | 1191 |
|
|
2023
Q2 | $624K | Sell |
33,072
-105,285
| -76% | -$1.99M | 0.01% | 1138 |
|
|
2023
Q1 | $654K | Buy |
+138,357
| New | +$654K | 0.01% | 1043 |
|
|
2020
Q3 | – | Sell |
-13
| Closed | – | – | 1135 |
|
|
2020
Q2 | $0 | Sell |
13
-84
| -87% | – | ﹤0.01% | 2304 |
|
|
2020
Q1 | $2K | Buy |
97
+60
| +162% | +$1.24K | ﹤0.01% | 1576 |
|
|
2019
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1667 |
|