Cambridge Investment Research Advisors’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 |
-40,676
| Closed | -$299K | – | 2393 |
|
|
2018
Q4 | $299K | Sell |
40,676
-67,948
| -63% | -$499K | ﹤0.01% | 1676 |
|
|
2018
Q3 | $1.05M | Sell |
108,624
-14,667
| -12% | -$142K | 0.01% | 1002 |
|
|
2018
Q2 | $1.22M | Buy |
123,291
+2,079
| +2% | +$20.5K | 0.01% | 877 |
|
|
2018
Q1 | $1.04M | Sell |
121,212
-83,295
| -41% | -$713K | 0.01% | 919 |
|
|
2017
Q4 | $2.26M | Sell |
204,507
-3,812
| -2% | -$42.1K | 0.03% | 549 |
|
|
2017
Q3 | $2.15M | Sell |
208,319
-20,933
| -9% | -$216K | 0.03% | 516 |
|
|
2017
Q2 | $2.42M | Sell |
229,252
-9,562
| -4% | -$101K | 0.04% | 449 |
|
|
2017
Q1 | $2.71M | Sell |
238,814
-12,649
| -5% | -$143K | 0.05% | 370 |
|
|
2016
Q4 | $2.79M | Sell |
251,463
-62,751
| -20% | -$695K | 0.05% | 332 |
|
|
2016
Q3 | $3.72M | Sell |
314,214
-46,244
| -13% | -$547K | 0.07% | 277 |
|
|
2016
Q2 | $4.12M | Sell |
360,458
-50,648
| -12% | -$579K | 0.09% | 214 |
|
|
2016
Q1 | $4.17M | Buy |
411,106
+37,574
| +10% | +$381K | 0.09% | 195 |
|
|
2015
Q4 | $3.25M | Sell |
373,532
-101,747
| -21% | -$886K | 0.08% | 250 |
|
|
2015
Q3 | $3.97M | Sell |
475,279
-80,449
| -14% | -$672K | 0.11% | 179 |
|
|
2015
Q2 | $5.04M | Sell |
555,728
-69,169
| -11% | -$628K | 0.14% | 149 |
|
|
2015
Q1 | $6.86M | Buy |
+624,897
| New | +$6.86M | 0.2% | 103 |
|