Wiser Advisor Group’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 |
-1,327
| Closed | -$22.4K | – | 131 |
|
|
2025
Q1 | $22.4K | Buy |
1,327
+25
| +2% | +$422 | 0.03% | 140 |
|
|
2024
Q4 | $22.1K | Sell |
1,302
-55
| -4% | -$933 | 0.03% | 141 |
|
|
2024
Q3 | $24.6K | Buy |
1,357
+23
| +2% | +$417 | 0.04% | 137 |
|
|
2024
Q2 | $22K | Buy |
1,334
+27
| +2% | +$445 | 0.03% | 140 |
|
|
2024
Q1 | $18.5K | Buy |
1,307
+29
| +2% | +$411 | 0.03% | 153 |
|
|
2023
Q4 | $22K | Buy |
+1,278
| New | +$22K | 0.04% | 140 |
|