Carroll Financial Associates’s Income Opportunity Realty Investors IOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-456
| Closed | -$4K | – | 1224 |
|
|
2017
Q2 | $4K | Hold |
456
| – | – | ﹤0.01% | 1024 |
|
|
2017
Q1 | $3K | Hold |
456
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q4 | $3K | Hold |
456
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q3 | $3K | Hold |
456
| – | – | ﹤0.01% | 1030 |
|
|
2016
Q2 | $3K | Hold |
456
| – | – | ﹤0.01% | 1010 |
|
|
2016
Q1 | $3K | Hold |
456
| – | – | ﹤0.01% | 994 |
|
|
2015
Q4 | $3K | Hold |
456
| – | – | ﹤0.01% | 950 |
|
|
2015
Q3 | $3K | Buy |
+456
| New | +$3K | ﹤0.01% | 930 |
|