HCR WEALTH ADVISORS – Transaction History
HCR WEALTH ADVISORS portfolio value:
1.65M
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
+6.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.52% | -5.89K shares | -108K | 45.27K | |
| Q2 2022 | share | Decrease | -3.18% | -1.68K shares | -261K | 51.16K | |
| Q1 2022 | share | Decrease | -1.44% | -772 shares | 269K | 52.84K | |
| Q4 2021 | share | Decrease | -3.22% | -1.78K shares | -92K | 53.61K | |
| Q3 2021 | share | Increase | +0.82% | 453 shares | -154K | 55.40K | |
| Q2 2021 | share | Increase | +0.96% | 525 shares | 341K | 54.95K | |
| Q1 2021 | share | Increase | 0.00% | 54.42K shares | 1.66M | 54.42K |