Samalin Investment Counsel’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 | – | Sell |
-33,678
| Closed | -$569K | – | 308 |
|
2025
Q1 | $569K | Buy |
33,678
+1,901
| +6% | +$32.1K | 0.23% | 133 |
|
2024
Q4 | $539K | Buy |
31,777
+2,050
| +7% | +$34.7K | 0.23% | 131 |
|
2024
Q3 | $540K | Sell |
29,727
-1,378
| -4% | -$25K | 0.23% | 140 |
|
2024
Q2 | $513K | Buy |
31,105
+3,708
| +14% | +$61.1K | 0.24% | 134 |
|
2024
Q1 | $388K | Buy |
27,397
+2,740
| +11% | +$38.8K | 0.18% | 185 |
|
2023
Q4 | $425K | Buy |
24,657
+10,039
| +69% | +$173K | 0.21% | 158 |
|
2023
Q3 | $223K | Buy |
+14,618
| New | +$223K | 0.13% | 226 |
|