Private 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 | $7.61K | Hold |
480
| – | – | ﹤0.01% | 584 |
|
|
2025
Q1 | $8.11K | Hold |
480
| – | – | ﹤0.01% | 541 |
|
|
2024
Q4 | $8.14K | Hold |
480
| – | – | ﹤0.01% | 556 |
|
|
2024
Q3 | $8.71K | Hold |
480
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $7.91K | Buy |
480
+424
| +757% | +$6.99K | ﹤0.01% | 516 |
|
|
2024
Q1 | $793 | Sell |
56
-110
| -66% | -$1.56K | ﹤0.01% | 1341 |
|
|
2023
Q4 | $2.86K | Buy |
+166
| New | +$2.86K | ﹤0.01% | 820 |
|