Buckingham Strategic Wealth’s Monogram Residential Trust, Inc. MORE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-20,000
| Closed | -$194K | – | 312 |
|
|
2017
Q2 | $194K | Hold |
20,000
| – | – | 0.05% | 285 |
|
|
2017
Q1 | $199K | Hold |
20,000
| – | – | 0.06% | 248 |
|
|
2016
Q4 | $216K | Hold |
20,000
| – | – | 0.07% | 212 |
|
|
2016
Q3 | $213K | Sell |
20,000
-1,145
| -5% | -$12.2K | 0.07% | 208 |
|
|
2016
Q2 | $216K | Buy |
21,145
+11,145
| +111% | +$114K | 0.07% | 212 |
|
|
2016
Q1 | $99K | Hold |
10,000
| – | – | 0.03% | 229 |
|
|
2015
Q4 | $98K | Hold |
10,000
| – | – | 0.03% | 204 |
|
|
2015
Q3 | $93K | Buy |
+10,000
| New | +$93K | 0.03% | 206 |
|