Baystate Wealth Management’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-457
| Closed | -$4K | – | 739 |
|
|
2018
Q3 | $4K | Buy |
457
+9
| +2% | +$79 | ﹤0.01% | 481 |
|
|
2018
Q2 | $4K | Buy |
448
+11
| +3% | +$98 | ﹤0.01% | 496 |
|
|
2018
Q1 | $4K | Hold |
437
| – | – | ﹤0.01% | 461 |
|
|
2017
Q4 | $4K | Hold |
437
| – | – | ﹤0.01% | 461 |
|
|
2017
Q3 | $5K | Hold |
437
| – | – | ﹤0.01% | 422 |
|
|
2017
Q2 | $5K | Hold |
437
| – | – | ﹤0.01% | 425 |
|
|
2017
Q1 | $5K | Hold |
437
| – | – | ﹤0.01% | 398 |
|
|
2016
Q4 | $5K | Buy |
+437
| New | +$5K | ﹤0.01% | 362 |
|
|
2016
Q2 | – | Sell |
-23,260
| Closed | -$236K | – | 66 |
|
|
2016
Q1 | $236K | Hold |
23,260
| – | – | 0.05% | 49 |
|
|
2015
Q4 | $203K | Sell |
23,260
-4,095
| -15% | -$35.7K | 0.04% | 48 |
|
|
2015
Q3 | $229K | Hold |
27,355
| – | – | 0.06% | 48 |
|
|
2015
Q2 | $248K | Buy |
+27,355
| New | +$248K | 0.07% | 49 |
|