Spire Wealth Management’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 | $20.3K | Buy |
1,278
+73
| +6% | +$1.16K | ﹤0.01% | 1520 |
|
|
2025
Q1 | $20.4K | Hold |
1,205
| – | – | ﹤0.01% | 1606 |
|
|
2024
Q4 | $20.4K | Buy |
+1,205
| New | +$20.4K | ﹤0.01% | 1616 |
|
|
2022
Q3 | – | Sell |
-5,606
| Closed | -$156K | – | 2369 |
|
|
2022
Q2 | $156K | Sell |
5,606
-2,050
| -27% | -$57K | 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% | +$121K | 0.01% | 979 |
|
|
2021
Q3 | $170K | Buy |
4,126
+4
| +0.1% | +$165 | ﹤0.01% | 985 |
|
|
2021
Q2 | $110K | Buy |
4,122
+3
| +0.1% | +$80 | ﹤0.01% | 1156 |
|
|
2021
Q1 | $114K | Buy |
+4,119
| New | +$114K | ﹤0.01% | 1350 |
|