Private 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
2025
Q3
$8.65K Hold
2025
Q2
$7.61K Hold
2025
Q1
$8.11K Hold
2024
Q4
$8.14K Hold
2024
Q3
$8.71K Hold
2024
Q2
$7.91K Buy
2024
Q1
$793 Sell
2023
Q4
$2.86K Buy