Hcr Wealth Advisors Wisdomtree Tr Interest Rate He Transaction History

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Hcr Wealth Advisors holds 18,000 shares of HYZD stock, worth $405,540. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,000
Previous 18,000 -0.0%
Holding current value
$405,540
Previous $398,000 0.5%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$21.48 - $22.17 $64,440 - $66,510
-3,000 Reduced 14.29%
18,000 $396,000
Q2 2021

Jul 21, 2021
SELL
$22.0 - $22.27 $11,000 - $11,135
-500 Reduced 2.33%
21,000 $468,000
Q4 2020

Feb 04, 2021
BUY
$20.76 - $21.83 $62,280 - $65,489
3,000 Added 16.22%
21,500 $469,000
Q1 2018

May 15, 2018
BUY
N/A
8,000 Added 76.19%
18,500 $442,000
Q4 2017

Feb 13, 2018
BUY
N/A
10,500
10,500 $254,000

Others Institutions Holding HYZD

# of Institutions
62
Shares Held
6.06M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTEREST RATE HE

HYZD Quotes by TradingView
  • Ticker HYZD
  • Sector ETFs
  • Industry ETFs
More about HYZD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email