Wealth Enhancement Advisory Services’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 | $889K | Buy |
55,854
+4,650
| +9% | +$74K | ﹤0.01% | 1815 |
|
|
2025
Q1 | $865K | Sell |
51,204
-2,297
| -4% | -$38.8K | ﹤0.01% | 1670 |
|
|
2024
Q4 | $907K | Buy |
53,501
+9,467
| +21% | +$160K | ﹤0.01% | 1592 |
|
|
2024
Q3 | $799K | Buy |
44,034
+2,446
| +6% | +$44.4K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $685K | Sell |
41,588
-2,349
| -5% | -$38.7K | ﹤0.01% | 1460 |
|
|
2024
Q1 | $622K | Sell |
43,937
-7,661
| -15% | -$108K | ﹤0.01% | 1462 |
|
|
2023
Q4 | $889K | Buy |
51,598
+9,402
| +22% | +$162K | ﹤0.01% | 1215 |
|
|
2023
Q3 | $644K | Buy |
42,196
+16,549
| +65% | +$253K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $484K | Buy |
25,647
+15,554
| +154% | +$293K | 0.01% | 358 |
|
|
2023
Q1 | $195K | Buy |
+10,093
| New | +$195K | ﹤0.01% | 509 |
|