HCR WEALTH ADVISORS – Transaction History
HCR WEALTH ADVISORS portfolio value:
$66,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-7.38%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.05% | -8 shares | -5K | $4.27 | 15.5K |
| Q2 2022 | share | 0.00% | 0 shares | -14K | $4.61 | 15.50K | |
| Q1 2022 | share | Decrease | -1.08% | -170 shares | -13K | $5.46 | 15.50K |
| Q4 2021 | share | 0.00% | 0 shares | 13K | $6.26 | 15.67K | |
| Q3 2021 | share | 0.00% | 0 shares | 2K | $5.45 | 15.67K | |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $5.32 | 15.67K | |
| Q1 2021 | share | Decrease | -3.54% | -575 shares | -2K | $3.96 | 15.67K |
| Q4 2020 | share | Decrease | -5.80% | -1K shares | -9K | $3.91 | 16.25K |
| Q3 2020 | share | 0.00% | 0 shares | -3K | $3.91 | 17.25K | |
| Q2 2020 | share | 0.00% | 0 shares | 23K | $4.4 | 17.25K | |
| Q1 2020 | share | Increase | +4.86% | 800 shares | -8K | $3.1 | 17.25K |
| Q4 2019 | share | Increase | 0.00% | 16.45K shares | 61K | $3.71 | 16.45K |
| Q3 2019 | share | Decrease | -100.00% | -15.40K shares | -77K | $5.06 | 0 |
| Q2 2019 | share | Decrease | -6.71% | -1.10K shares | -17K | $4.96 | 15.40K |
| Q1 2019 | share | Decrease | -48.51% | -15.55K shares | -93K | $5.6 | 16.51K |
| Q4 2018 | share | Decrease | -1.69% | -550 shares | 5K | $5.7 | 32.06K |
| Q3 2018 | share | 0.00% | 0 shares | 6K | $5.47 | 32.61K | |
| Q2 2018 | share | 0.00% | 0 shares | -2K | $5.63 | 32.61K | |
| Q1 2018 | share | Increase | +2.48% | 789 shares | 30K | $5.15 | 32.61K |
| Q4 2017 | share | 0.00% | 0 shares | -42K | $4.39 | 31.82K | |
| Q3 2017 | share | 0.00% | 0 shares | -6K | $5.63 | 31.82K | |
| Q2 2017 | share | 0.00% | 0 shares | 23K | $5.8 | 31.82K | |
| Q1 2017 | share | Decrease | -0.38% | -120 shares | 19K | $4.95 | 31.82K |
| Q4 2016 | share | Increase | 0.00% | 31.94K shares | 154K | $4.4 | 31.94K |