True Wealth Design’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	–	Sell	-17	Closed	-$288	–	2684
2025 Q1	$288	Sell	17 -1,330	-99%	-$22.5K	﹤0.01%	1794
2024 Q4	$22.8K	Buy	1,347 +1,225	+1,004%	+$20.8K	0.01%	303
2024 Q3	$2.22K	Buy	+122	New	+$2.22K	﹤0.01%	761