SVB Wealth’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 |
-4,810
| Closed | -$360K | – | 574 |
|
2015
Q3 | $360K | Buy |
4,810
+762
| +19% | +$57K | 0.01% | 444 |
|
2015
Q2 | $296K | Sell |
4,048
-254
| -6% | -$18.6K | 0.01% | 479 |
|
2015
Q1 | $298K | Buy |
4,302
+450
| +12% | +$31.2K | 0.01% | 473 |
|
2014
Q4 | $253K | Buy |
+3,852
| New | +$253K | 0.01% | 488 |
|