Avantax Planning Partners’s TIER REIT, Inc. TIER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,072
| Closed | -$98K | – | 1412 |
|
|
2018
Q3 | $98K | Buy |
+4,072
| New | +$98K | 0.01% | 353 |
|
|
2018
Q2 | – | Sell |
-8,379
| Closed | -$155K | – | 1768 |
|
|
2018
Q1 | $155K | Sell |
8,379
-2,667
| -24% | -$49.3K | 0.01% | 334 |
|
|
2017
Q4 | $225K | Sell |
11,046
-2,298
| -17% | -$46.8K | 0.02% | 279 |
|
|
2017
Q3 | $258K | Buy |
13,344
+181
| +1% | +$3.5K | 0.02% | 312 |
|
|
2017
Q2 | $243K | Sell |
13,163
-903
| -6% | -$16.7K | 0.02% | 299 |
|
|
2017
Q1 | $244K | Buy |
14,066
+765
| +6% | +$13.3K | 0.02% | 273 |
|
|
2016
Q4 | $231K | Buy |
+13,301
| New | +$231K | 0.02% | 273 |
|