HCR WEALTH ADVISORS – AI Powered Equity ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$504,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-4.14%
quarter
AI Powered Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.50% | -2.95K shares | -111K | $28.96 | 17.40K |
| Q2 2022 | share | Decrease | -4.45% | -949 shares | -171K | $30.21 | 20.35K |
| Q1 2022 | share | Decrease | -3.74% | -828 shares | -141K | $36.88 | 21.30K |
| Q4 2021 | share | Decrease | -2.75% | -626 shares | -11K | $41.77 | 22.13K |
| Q3 2021 | share | Increase | +45.81% | 7.15K shares | 291K | $41.2 | 22.76K |
| Q2 2021 | share | Increase | +6.63% | 970 shares | 86K | $41.45 | 15.61K |
| Q1 2021 | share | Decrease | -7.18% | -1.13K shares | 1K | $38.3 | 14.64K |
| Q4 2020 | share | Decrease | -8.51% | -1.46K shares | 30K | $35.46 | 15.77K |
| Q3 2020 | share | Increase | +0.32% | 55 shares | 40K | $30.71 | 17.24K |
| Q2 2020 | share | Decrease | -24.03% | -5.43K shares | -17K | $28.13 | 17.18K |
| Q1 2020 | share | Decrease | -31.50% | -10.4K shares | -432K | $22.34 | 22.62K |
| Q4 2019 | share | Increase | 0.00% | 33.02K shares | 939K | $28.28 | 33.02K |
| Q3 2019 | share | Decrease | -100.00% | -36.37K shares | -958K | $25.97 | 0 |
| Q2 2019 | share | Decrease | -15.53% | -6.68K shares | -156K | $26.12 | 36.37K |
| Q1 2019 | share | Decrease | -26.17% | -15.26K shares | -159K | $25.65 | 43.06K |
| Q4 2018 | share | Decrease | -7.38% | -4.65K shares | -433K | $21.55 | 58.33K |
| Q3 2018 | share | Increase | 0.00% | 62.98K shares | 1.70M | $26.67 | 62.98K |