Aperio Group’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-69,999
| Closed | -$515K | – | 2354 |
|
|
2018
Q4 | $515K | Sell |
69,999
-91,383
| -57% | -$672K | ﹤0.01% | 1659 |
|
|
2018
Q3 | $1.56M | Buy |
161,382
+8,454
| +6% | +$81.5K | 0.01% | 1165 |
|
|
2018
Q2 | $1.51M | Buy |
152,928
+68,202
| +80% | +$673K | 0.01% | 1160 |
|
|
2018
Q1 | $725K | Buy |
84,726
+7,788
| +10% | +$66.6K | ﹤0.01% | 1506 |
|
|
2017
Q4 | $850K | Buy |
76,938
+28,169
| +58% | +$311K | ﹤0.01% | 1401 |
|
|
2017
Q3 | $502K | Buy |
48,769
+7,307
| +18% | +$75.2K | ﹤0.01% | 1657 |
|
|
2017
Q2 | $438K | Sell |
41,462
-8,959
| -18% | -$94.6K | ﹤0.01% | 1713 |
|
|
2017
Q1 | $572K | Buy |
50,421
+14,089
| +39% | +$160K | ﹤0.01% | 1467 |
|
|
2016
Q4 | $402K | Buy |
36,332
+5,981
| +20% | +$66.2K | ﹤0.01% | 1649 |
|
|
2016
Q3 | $359K | Buy |
30,351
+8,793
| +41% | +$104K | ﹤0.01% | 1633 |
|
|
2016
Q2 | $246K | Buy |
+21,558
| New | +$246K | ﹤0.01% | 1749 |
|