Prestige Wealth Management Group’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$765	Hold	45	–	–	﹤0.01%	907
2025 Q4	$763	Sell	45 -1,406	-97%	-$25K	﹤0.01%	907
2025 Q3	$26.2K	Hold	1,451	–	–	0.01%	331
2025 Q2	$23K	Hold	1,451	–	–	﹤0.01%	336
2025 Q1	$24.5K	Hold	1,451	–	–	0.01%	324
2024 Q4	$24.6K	Hold	1,451	–	–	0.01%	332
2024 Q3	$26.3K	Hold	1,451	–	–	0.01%	316
2024 Q2	$23.9K	Buy	1,451 +45	+3%	+$689	0.01%	300
2024 Q1	$19.9K	Hold	1,406	–	–	﹤0.01%	342
2023 Q4	$24.2K	Sell	1,406 -20	-1%	-$305	0.01%	321
2023 Q3	$21.8K	Buy	1,426 +20	+1%	+$355	0.01%	327
2023 Q2	$26.5K	Hold	1,406	–	–	0.01%	334
2023 Q1	$27.2K	Hold	1,406	–	–	0.01%	298
2022 Q4	$27.1K	Sell	1,406 -246	-15%	-$4.83K	0.01%	315
2022 Q3	$34K	Buy	1,652 +213	+15%	+$5.41K	0.01%	259
2022 Q2	$40K	Buy	+1,439	New	+$42.7K	0.01%	257