Carson Wealth (CWM LLC)’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 |
-37
| Closed | – | – | 3463 |
|
|
2018
Q4 | $0 | Buy |
+37
| New | – | ﹤0.01% | 2339 |
|
|
2018
Q2 | – | Sell |
-262
| Closed | -$2K | – | 1820 |
|
|
2018
Q1 | $2K | Buy |
+262
| New | +$2K | ﹤0.01% | 1227 |
|
|
2017
Q2 | – | Sell |
-983
| Closed | -$11K | – | 1365 |
|
|
2017
Q1 | $11K | Buy |
+983
| New | +$11K | ﹤0.01% | 735 |
|