Prestige Wealth Management Group’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 | $23K | Hold |
1,451
| – | – | ﹤0.01% | 334 |
|
|
2025
Q1 | $24.5K | Hold |
1,451
| – | – | 0.01% | 323 |
|
|
2024
Q4 | $24.6K | Hold |
1,451
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $26.3K | Hold |
1,451
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $23.9K | Buy |
1,451
+45
| +3% | +$742 | 0.01% | 297 |
|
|
2024
Q1 | $19.9K | Hold |
1,406
| – | – | ﹤0.01% | 340 |
|
|
2023
Q4 | $24.2K | Sell |
1,406
-20
| -1% | -$345 | 0.01% | 318 |
|
|
2023
Q3 | $21.8K | Buy |
1,426
+20
| +1% | +$305 | 0.01% | 323 |
|
|
2023
Q2 | $26.5K | Hold |
1,406
| – | – | 0.01% | 331 |
|
|
2023
Q1 | $27.2K | Hold |
1,406
| – | – | 0.01% | 297 |
|
|
2022
Q4 | $27.1K | Sell |
1,406
-246
| -15% | -$4.74K | 0.01% | 313 |
|
|
2022
Q3 | $34K | Buy |
1,652
+213
| +15% | +$4.38K | 0.01% | 259 |
|
|
2022
Q2 | $40K | Buy |
+1,439
| New | +$40K | 0.01% | 257 |
|