HCR Wealth Advisors’s Vector Group Ltd. VGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-29,459
| Closed | -$243K | – | 292 |
|
|
2020
Q4 | $243K | Hold |
29,459
| – | – | 0.05% | 162 |
|
|
2020
Q3 | $203K | Hold |
29,459
| – | – | 0.05% | 156 |
|
|
2020
Q2 | $208K | Hold |
29,459
| – | – | 0.05% | 146 |
|
|
2020
Q1 | $197K | Hold |
29,459
| – | – | 0.06% | 146 |
|
|
2019
Q4 | $280K | Buy |
+29,459
| New | +$280K | 0.07% | 134 |
|
|
2019
Q3 | – | Sell |
-30,116
| Closed | -$198K | – | 167 |
|
|
2019
Q2 | $198K | Sell |
30,116
-20,865
| -41% | -$137K | 0.06% | 150 |
|
|
2019
Q1 | $375K | Buy |
50,981
+15,933
| +45% | +$117K | 0.11% | 124 |
|
|
2018
Q4 | $230K | Sell |
35,048
-19,072
| -35% | -$125K | 0.07% | 138 |
|
|
2018
Q3 | $486K | Buy |
54,120
+2,850
| +6% | +$25.6K | 0.16% | 101 |
|
|
2018
Q2 | $626K | Sell |
51,270
-477
| -0.9% | -$5.82K | 0.21% | 93 |
|
|
2018
Q1 | $679K | Sell |
51,747
-933
| -2% | -$12.2K | 0.24% | 91 |
|
|
2017
Q4 | $758K | Sell |
52,680
-124
| -0.2% | -$1.78K | 0.26% | 82 |
|
|
2017
Q3 | $695K | Sell |
52,804
-91
| -0.2% | -$1.2K | 0.29% | 84 |
|
|
2017
Q2 | $691K | Sell |
52,895
-4,087
| -7% | -$53.4K | 0.34% | 71 |
|
|
2017
Q1 | $726K | Sell |
56,982
-4,050
| -7% | -$51.6K | 0.37% | 70 |
|
|
2016
Q4 | $850K | Buy |
+61,032
| New | +$850K | 0.45% | 53 |
|