Van Hulzen Asset 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 | $278K | Sell |
17,500
-9,490
| -35% | -$151K | 0.02% | 263 |
|
|
2025
Q1 | $456K | Hold |
26,990
| – | – | 0.04% | 217 |
|
|
2024
Q4 | $457K | Buy |
26,990
+1,300
| +5% | +$22K | 0.03% | 225 |
|
|
2024
Q3 | $466K | Buy |
25,690
+9,000
| +54% | +$163K | 0.03% | 217 |
|
|
2024
Q2 | $275K | Sell |
16,690
-1,000
| -6% | -$16.5K | 0.02% | 262 |
|
|
2024
Q1 | $250K | Sell |
17,690
-300
| -2% | -$4.24K | 0.02% | 285 |
|
|
2023
Q4 | $310K | Buy |
17,990
+3,035
| +20% | +$52.3K | 0.02% | 261 |
|
|
2023
Q3 | $228K | Buy |
14,955
+70
| +0.5% | +$1.07K | 0.02% | 277 |
|
|
2023
Q2 | $281K | Buy |
14,885
+560
| +4% | +$10.6K | 0.02% | 251 |
|
|
2023
Q1 | $277K | Buy |
+14,325
| New | +$277K | 0.03% | 239 |
|
|
2022
Q4 | – | Sell |
-9,900
| Closed | -$206K | – | 293 |
|
|
2022
Q3 | $206K | Sell |
9,900
-215
| -2% | -$4.47K | 0.03% | 255 |
|
|
2022
Q2 | $282K | Sell |
10,115
-750
| -7% | -$20.9K | 0.03% | 226 |
|
|
2022
Q1 | $341K | Sell |
10,865
-200
| -2% | -$6.28K | 0.04% | 215 |
|
|
2021
Q4 | $369K | Hold |
11,065
| – | – | 0.04% | 212 |
|
|
2021
Q3 | $328K | Buy |
11,065
+900
| +9% | +$26.7K | 0.05% | 203 |
|
|
2021
Q2 | $271K | Buy |
10,165
+1,015
| +11% | +$27.1K | 0.04% | 214 |
|
|
2021
Q1 | $252K | Buy |
9,150
+650
| +8% | +$17.9K | 0.04% | 215 |
|
|
2020
Q4 | $234K | Buy |
+8,500
| New | +$234K | 0.04% | 246 |
|
|
2014
Q4 | – | Sell |
-25,275
| Closed | -$586K | – | 123 |
|
|
2014
Q3 | $586K | Buy |
25,275
+2,150
| +9% | +$49.8K | 0.59% | 48 |
|
|
2014
Q2 | $557K | Buy |
23,125
+5,125
| +28% | +$123K | 0.48% | 57 |
|
|
2014
Q1 | $410K | Buy |
18,000
+1,600
| +10% | +$36.4K | 0.41% | 60 |
|
|
2013
Q4 | $323K | Buy |
+16,400
| New | +$323K | 0.28% | 76 |
|