TWM
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Tradition Wealth Management’s Healthcare Realty HR Stock Holding History

Tradition Wealth Management’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-308
Closed -$5K – 746
2023
Q4 		$5K Hold
308
– – ﹤0.01% 1153
2023
Q3 		$5K Hold
308
– – ﹤0.01% 1180
2023
Q2 		$6K Hold
308
– – ﹤0.01% 1158
2023
Q1 		$6K Buy
+308
New +$6K ﹤0.01% 1111