ProVise Management Group’s HOME PROPERTIES, INC HME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,900
| Closed | -$292K | – | 310 |
|
|
2015
Q3 | $292K | Hold |
3,900
| – | – | 0.07% | 223 |
|
|
2015
Q2 | $285K | Hold |
3,900
| – | – | 0.06% | 239 |
|
|
2015
Q1 | $270K | Hold |
3,900
| – | – | 0.06% | 252 |
|
|
2014
Q4 | $256K | Hold |
3,900
| – | – | 0.05% | 251 |
|
|
2014
Q3 | $227K | Hold |
3,900
| – | – | 0.05% | 273 |
|
|
2014
Q2 | $249K | Hold |
3,900
| – | – | 0.05% | 271 |
|
|
2014
Q1 | $234K | Hold |
3,900
| – | – | 0.06% | 261 |
|
|
2013
Q4 | $209K | Hold |
3,900
| – | – | 0.05% | 269 |
|
|
2013
Q3 | $225K | Hold |
3,900
| – | – | 0.06% | 270 |
|
|
2013
Q2 | $255K | Buy |
+3,900
| New | +$255K | 0.08% | 263 |
|