SWP
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Sagespring Wealth Partners’s Healthcare Realty HR Stock Holding History

Sagespring Wealth Partners’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$164K Sell
10,325
-4,082
-28% -$64.7K ﹤0.01% 700
2025
Q1 		$243K Buy
14,407
+884
+7% +$14.9K 0.01% 580
2024
Q4 		$229K Buy
+13,523
New +$229K 0.01% 554