Spire Wealth Management’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	$20.5K	Hold	1,205	–	–	﹤0.01%	1412
2025 Q4	$20.4K	Hold	1,205	–	–	﹤0.01%	1478
2025 Q3	$21.7K	Sell	1,205 -73	-6%	-$1.23K	﹤0.01%	1502
2025 Q2	$20.3K	Buy	1,278 +73	+6%	+$1.11K	﹤0.01%	1520
2025 Q1	$20.4K	Hold	1,205	–	–	﹤0.01%	1606
2024 Q4	$20.4K	Buy	+1,205	New	+$21.2K	﹤0.01%	1616
2022 Q3	–	Sell	-5,606	Closed	-$156K	–	2370
2022 Q2	$156K	Sell	5,606 -2,050	-27%	-$60.9K	0.01%	854
2022 Q1	$240K	Sell	7,656 -63	-0.8%	-$1.98K	0.01%	814
2021 Q4	$259K	Buy	7,719 +3,593	+87%	+$120K	0.01%	979
2021 Q3	$170K	Buy	4,126 +4	+0.1%	+$117	﹤0.01%	985
2021 Q2	$110K	Buy	4,122 +3	+0.1%	+$85	﹤0.01%	1156
2021 Q1	$114K	Buy	+4,119	New	+$115K	﹤0.01%	1350