Sequoia Financial Advisors’s Healthcare Realty HR Stock Holding History

Sequoia Financial Advisors’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$707K	Buy
2025 Q2	$563K	Buy
2025 Q1	$250K	Buy
2024 Q4	$231K	Buy
2024 Q3	$242K	Sell
2024 Q2	$220K	Sell
2024 Q1	$250K	Sell
2023 Q4	$354K	Buy