O'Shaughnessy Asset Management’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 | – | Sell |
-15,706
| Closed | -$265K | – | 2440 |
|
|
2025
Q1 | $265K | Buy |
15,706
+4,176
| +36% | +$70.6K | ﹤0.01% | 1656 |
|
|
2024
Q4 | $195K | Buy |
11,530
+706
| +7% | +$12K | ﹤0.01% | 1753 |
|
|
2024
Q3 | $189K | Buy |
+10,824
| New | +$189K | ﹤0.01% | 1695 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$1K | – | 2784 |
|
|
2021
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2426 |
|