WFA of San Diego’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 | $3.17K | Buy |
+200
| New | +$3.17K | ﹤0.01% | 379 |
|
|
2024
Q3 | $3.63K | Hold |
200
| – | – | ﹤0.01% | 330 |
|
|
2024
Q2 | $3.3K | Buy |
+200
| New | +$3.3K | ﹤0.01% | 340 |
|
|
2023
Q3 | $3.05K | Hold |
200
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $3.77K | Buy |
+200
| New | +$3.77K | ﹤0.01% | 322 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$3.85K | – | 209 |
|
|
2022
Q4 | $3.85K | Buy |
+200
| New | +$3.85K | ﹤0.01% | 420 |
|