Sequoia Financial Advisors’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 | $563K | Buy |
35,475
+20,672
| +140% | +$328K | ﹤0.01% | 935 |
|
|
2025
Q1 | $250K | Buy |
14,803
+1,171
| +9% | +$19.8K | ﹤0.01% | 1143 |
|
|
2024
Q4 | $231K | Buy |
13,632
+280
| +2% | +$4.75K | ﹤0.01% | 1142 |
|
|
2024
Q3 | $242K | Sell |
13,352
-6
| -0% | -$109 | ﹤0.01% | 1078 |
|
|
2024
Q2 | $220K | Sell |
13,358
-4,305
| -24% | -$70.9K | ﹤0.01% | 1048 |
|
|
2024
Q1 | $250K | Sell |
17,663
-2,871
| -14% | -$40.6K | ﹤0.01% | 939 |
|
|
2023
Q4 | $354K | Buy |
+20,534
| New | +$354K | ﹤0.01% | 856 |
|