Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 04, 2022

SELL
N/A
-11,124 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
N/A
658 Added 6.29%
11,124 $1.54 Million
Q2 2021

Jul 21, 2021

SELL
N/A
-9,453 Reduced 47.46%
10,466 $1.41 Million
Q1 2021

May 13, 2021

BUY
N/A
1,997 Added 11.14%
19,919 $2.39 Million
Q4 2020

Feb 04, 2021

BUY
N/A
1,443 Added 8.76%
17,922 $2.25 Million
Q3 2020

Nov 05, 2020

BUY
N/A
1,284 Added 8.45%
16,479 $1.96 Million
Q2 2020

Jul 30, 2020

SELL
N/A
-923 Reduced 5.73%
15,195 $1.9 Million
Q1 2020

May 08, 2020

BUY
N/A
639 Added 4.13%
16,118 $1.87 Million
Q4 2019

Feb 07, 2020

BUY
N/A
979 Added 6.75%
15,479 $1.74 Million
Q3 2019

Nov 07, 2019

BUY
N/A
2,278 Added 18.64%
14,500 $1.77 Million
Q2 2019

Jul 25, 2019

BUY
N/A
12,222 New
12,222 $1.41 Million
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.