Peak Financial Advisors’s Healthcare Realty HR Stock Holding History

Peak Financial Advisors’s Portfolio HR Stock Details HR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$193K	Buy
2024 Q4	$181K	Sell
2024 Q3	$497K	Buy
2024 Q2	$426K	Buy
2024 Q1	$350K	Buy
2023 Q4	$419K	Buy
2023 Q3	$316K	Buy
2022 Q4	–	Sell
2022 Q3	$1.5M	Buy