WFG 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 |
-419
| Closed | -$31K | – | 1750 |
|
|
2015
Q3 | $31K | Hold |
419
| – | – | 0.01% | 772 |
|
|
2015
Q2 | $31K | Buy |
419
+101
| +32% | +$7.47K | 0.01% | 860 |
|
|
2015
Q1 | $22K | Buy |
318
+1
| +0.3% | +$69 | 0.01% | 962 |
|
|
2014
Q4 | $21K | Sell |
317
-47,726
| -99% | -$3.16M | ﹤0.01% | 1211 |
|
|
2014
Q3 | $2.8M | Buy |
48,043
+4,305
| +10% | +$251K | 0.53% | 26 |
|
|
2014
Q2 | $2.8M | Buy |
43,738
+24,875
| +132% | +$1.59M | 0.52% | 27 |
|
|
2014
Q1 | $1.13M | Buy |
18,863
+12,177
| +182% | +$732K | 0.23% | 95 |
|
|
2013
Q4 | $358K | Buy |
6,686
+1,346
| +25% | +$72.1K | 0.05% | 384 |
|
|
2013
Q3 | $308K | Buy |
5,340
+3
| +0.1% | +$173 | 0.05% | 386 |
|
|
2013
Q2 | $349K | Buy |
+5,337
| New | +$349K | 0.06% | 334 |
|