Sound Income Strategies’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.64K	Buy	212 +2	+1%	+$35	﹤0.01%	1959
2025 Q4	$3.63K	Buy	210 +2	+1%	+$36	﹤0.01%	1944
2025 Q3	$3.69K	Buy	+208	New	+$3.52K	﹤0.01%	1234
2022 Q3	–	Sell	-625	Closed	-$17K	–	922
2022 Q2	$17K	Hold	625	–	–	﹤0.01%	376
2022 Q1	$20K	Hold	625	–	–	﹤0.01%	353
2021 Q4	$21K	Hold	625	–	–	﹤0.01%	351
2021 Q3	$19K	Hold	625	–	–	﹤0.01%	351
2021 Q2	$17K	Buy	+625	New	+$17.7K	﹤0.01%	378
2021 Q1	–	Sell	-3,313	Closed	-$91K	–	1005
2020 Q4	$91K	Sell	3,313 -280	-8%	-$7.39K	0.02%	157
2020 Q3	$93K	Buy	3,593 +452	+14%	+$11.9K	0.03%	131
2020 Q2	$83K	Hold	3,141	–	–	0.02%	115
2020 Q1	$76K	Hold	3,141	–	–	0.03%	99
2019 Q4	$95K	Hold	3,141	–	–	0.03%	85
2019 Q3	$92K	Hold	3,141	–	–	0.03%	84
2019 Q2	$86K	Hold	3,141	–	–	0.03%	91
2019 Q1	$90K	Hold	3,141	–	–	0.04%	89
2018 Q4	$79K	Hold	3,141	–	–	0.04%	98
2018 Q3	$84K	Hold	3,141	–	–	0.04%	92
2018 Q2	$85K	Buy	3,141 +1,607	+105%	+$40.9K	0.05%	76
2018 Q1	$41K	Sell	1,534 -2,820	-65%	-$75.1K	0.03%	136
2017 Q4	$113K	Buy	+4,354	New	+$132K	0.07%	60