HCR Wealth Advisors’s Coresite Realty Corporation COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,124
| Closed | -$1.54M | – | 211 |
|
|
2021
Q3 | $1.54M | Buy |
11,124
+658
| +6% | +$91.2K | 0.26% | 83 |
|
|
2021
Q2 | $1.41M | Sell |
10,466
-9,453
| -47% | -$1.27M | 0.24% | 83 |
|
|
2021
Q1 | $2.39M | Buy |
19,919
+1,997
| +11% | +$239K | 0.47% | 44 |
|
|
2020
Q4 | $2.25M | Buy |
17,922
+1,443
| +9% | +$181K | 0.47% | 39 |
|
|
2020
Q3 | $1.96M | Buy |
16,479
+1,284
| +8% | +$153K | 0.45% | 45 |
|
|
2020
Q2 | $1.9M | Sell |
15,195
-923
| -6% | -$116K | 0.45% | 36 |
|
|
2020
Q1 | $1.87M | Buy |
16,118
+639
| +4% | +$74.1K | 0.53% | 30 |
|
|
2019
Q4 | $1.74M | Buy |
15,479
+979
| +7% | +$110K | 0.42% | 45 |
|
|
2019
Q3 | $1.77M | Buy |
14,500
+2,278
| +19% | +$277K | 0.59% | 39 |
|
|
2019
Q2 | $1.41M | Buy |
+12,222
| New | +$1.41M | 0.4% | 50 |
|