United Capital Financial Advisors’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 |
-62,405
| Closed | -$4.67M | – | 1340 |
|
|
2015
Q3 | $4.67M | Sell |
62,405
-14,292
| -19% | -$1.07M | 0.06% | 330 |
|
|
2015
Q2 | $5.6M | Sell |
76,697
-4,856
| -6% | -$355K | 0.06% | 324 |
|
|
2015
Q1 | $6M | Sell |
81,553
-61,894
| -43% | -$4.55M | 0.07% | 304 |
|
|
2014
Q4 | $9.41M | Buy |
143,447
+17,320
| +14% | +$1.14M | 0.14% | 169 |
|
|
2014
Q3 | $7.35M | Buy |
126,127
+634
| +0.5% | +$36.9K | 0.13% | 194 |
|
|
2014
Q2 | $8.03M | Buy |
125,493
+1,749
| +1% | +$112K | 0.15% | 179 |
|
|
2014
Q1 | $7.44M | Buy |
123,744
+5,112
| +4% | +$307K | 0.16% | 151 |
|
|
2013
Q4 | $6.36M | Buy |
+118,632
| New | +$6.36M | 0.22% | 122 |
|
|
2013
Q3 | – | Sell |
-51,631
| Closed | -$3.38M | – | 780 |
|
|
2013
Q2 | $3.38M | Buy |
+51,631
| New | +$3.38M | 0.09% | 240 |
|