Peak Financial 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 | – | Sell |
-11,413
| Closed | -$193K | – | 98 |
|
|
2025
Q1 | $193K | Buy |
11,413
+728
| +7% | +$12.3K | 0.1% | 71 |
|
|
2024
Q4 | $181K | Sell |
10,685
-16,711
| -61% | -$283K | 0.09% | 73 |
|
|
2024
Q3 | $497K | Buy |
27,396
+1,529
| +6% | +$27.8K | 0.26% | 56 |
|
|
2024
Q2 | $426K | Buy |
25,867
+1,160
| +5% | +$19.1K | 0.24% | 57 |
|
|
2024
Q1 | $350K | Buy |
24,707
+416
| +2% | +$5.89K | 0.21% | 60 |
|
|
2023
Q4 | $419K | Buy |
24,291
+3,579
| +17% | +$61.7K | 0.28% | 55 |
|
|
2023
Q3 | $316K | Buy |
+20,712
| New | +$316K | 0.34% | 36 |
|
|
2022
Q4 | – | Sell |
-71,843
| Closed | -$1.5M | – | 70 |
|
|
2022
Q3 | $1.5M | Buy |
+71,843
| New | +$1.5M | 1.84% | 23 |
|