Braun-Bostich & Associates’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,282
| Closed | -$24K | – | 347 |
|
|
2018
Q4 | $24K | Sell |
3,282
-2,387
| -42% | -$20K | 0.03% | 216 |
|
|
2018
Q3 | $55K | Hold |
5,669
| – | – | 0.05% | 175 |
|
|
2018
Q2 | $56K | Hold |
5,669
| – | – | 0.06% | 174 |
|
|
2018
Q1 | $49K | Buy |
5,669
+1,588
| +39% | +$14.5K | 0.04% | 177 |
|
|
2017
Q4 | $45K | Buy |
+4,081
| New | +$44.6K | 0.04% | 189 |
|