WBH Advisory’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 |
-11,767
| Closed | -$879K | – | 208 |
|
|
2015
Q3 | $879K | Sell |
11,767
-340
| -3% | -$25.4K | 0.37% | 66 |
|
|
2015
Q2 | $884K | Sell |
12,107
-77
| -0.6% | -$5.62K | 0.35% | 71 |
|
|
2015
Q1 | $844 | Buy |
12,184
+24
| +0.2% | +$2 | 0.24% | 79 |
|
|
2014
Q4 | $797K | Buy |
12,160
+2
| +0% | +$131 | 0.3% | 80 |
|
|
2014
Q3 | $708K | Sell |
12,158
-143
| -1% | -$8.33K | 0.25% | 90 |
|
|
2014
Q2 | $786K | Buy |
12,301
+832
| +7% | +$53.2K | 0.3% | 84 |
|
|
2014
Q1 | $689K | Sell |
11,469
-245
| -2% | -$14.7K | 0.27% | 91 |
|
|
2013
Q4 | $628K | Buy |
11,714
+429
| +4% | +$23K | 0.25% | 103 |
|
|
2013
Q3 | $652K | Sell |
11,285
-195
| -2% | -$11.3K | 0.29% | 93 |
|
|
2013
Q2 | $750K | Buy |
+11,480
| New | +$750K | 0.35% | 80 |
|