SVB Wealth’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 |
-4,810
| Closed | -$360K | – | 579 |
|
|
2015
Q3 | $360K | Buy |
4,810
+762
| +19% | +$56.4K | 0.01% | 450 |
|
|
2015
Q2 | $296K | Sell |
4,048
-254
| -6% | -$18.4K | 0.01% | 489 |
|
|
2015
Q1 | $298K | Buy |
4,302
+450
| +12% | +$31.1K | 0.01% | 476 |
|
|
2014
Q4 | $253K | Buy |
+3,852
| New | +$245K | 0.01% | 491 |
|