Integrated Wealth Management (Palm Desert)’s HOME PROPERTIES, INC HME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-21
Closed -$2K 1456
2015
Q3
$2K Hold
21
﹤0.01% 1159
2015
Q2
$2K Hold
21
﹤0.01% 1190
2015
Q1
$1K Buy
+21
New +$1.45K ﹤0.01% 1268

Integrated Wealth Management (Palm Desert)'s HME Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of HOME PROPERTIES, INC (HME) in Q4 2015, closing a stake of 21 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HME in Q1 2015 and held it in 3 quarters. The position peaked at $2K in Q3 2015. 0 funds tracked by Wall St. Rank hold HME as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining HOME PROPERTIES, INC position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 21 HOME PROPERTIES, INC shares in Q4 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in HOME PROPERTIES, INC in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s HOME PROPERTIES, INC position peaked at $2K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.