HCR WEALTH ADVISORS – Transaction History
HCR WEALTH ADVISORS portfolio value:
449,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-8.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.41% | 20 shares | -38K | 4.92K | |
| Q2 2022 | share | Decrease | -0.67% | -33 shares | -60K | 4.90K | |
| Q1 2022 | share | Decrease | -5.33% | -278 shares | 11K | 4.94K | |
| Q4 2021 | share | Decrease | -1.42% | -75 shares | -16K | 5.21K | |
| Q3 2021 | share | Increase | +7.47% | 368 shares | 12K | 5.29K | |
| Q2 2021 | share | Increase | +2.65% | 127 shares | 40K | 4.92K | |
| Q1 2021 | share | Decrease | -49.22% | -4.65K shares | -213K | 4.79K | |
| Q4 2020 | share | Increase | +88.87% | 4.44K shares | 223K | 9.45K | |
| Q3 2020 | share | Increase | +5.84% | 276 shares | 45K | 5.00K | |
| Q2 2020 | share | Decrease | -21.44% | -1.29K shares | -15K | 4.72K | |
| Q1 2020 | share | Decrease | -2.34% | -144 shares | -186K | 6.01K | |
| Q4 2019 | share | Increase | +3.84% | 228 shares | 41K | 6.16K | |
| Q3 2019 | share | Increase | +0.58% | 34 shares | 21K | 5.93K | |
| Q2 2019 | share | Decrease | -26.45% | -2.12K shares | -151K | 5.9K | |
| Q1 2019 | share | Decrease | -97.44% | -305.45K shares | -385K | 8.02K | |
| Q4 2018 | share | Decrease | -1.16% | -3.67K shares | -462K | 313.47K | |
| Q3 2018 | share | Increase | +1.19% | 3.72K shares | 346K | 317.15K | |
| Q2 2018 | share | Decrease | -0.12% | -392 shares | -42K | 313.43K | |
| Q1 2018 | share | Increase | +2.77% | 8.47K shares | 849K | 313.82K | |
| Q4 2017 | share | Increase | +5607.48% | 300K shares | 25K | 305.35K | |
| Q3 2017 | share | Decrease | -98.25% | -299.5K shares | 65K | 5.35K | |
| Q2 2017 | share | Decrease | -0.03% | -98 shares | 12K | 304.85K | |
| Q1 2017 | share | Increase | +0.03% | 92 shares | 31K | 304.94K | |
| Q4 2016 | share | Increase | 0.00% | 304.85K shares | 296K | 304.85K |