Cetera Advisor Networks’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 |
-26,303
| Closed | -$194K | – | 1187 |
|
|
2018
Q4 | $194K | Sell |
26,303
-26,588
| -50% | -$223K | 0.01% | 950 |
|
|
2018
Q3 | $510K | Buy |
52,891
+2,238
| +4% | +$21K | 0.02% | 626 |
|
|
2018
Q2 | $501K | Buy |
50,653
+303
| +0.6% | +$2.73K | 0.03% | 475 |
|
|
2018
Q1 | $432K | Sell |
50,350
-1,702
| -3% | -$15.6K | 0.02% | 546 |
|
|
2017
Q4 | $574K | Sell |
52,052
-1,822
| -3% | -$19.9K | 0.02% | 527 |
|
|
2017
Q3 | $553K | Sell |
53,874
-6,398
| -11% | -$65.6K | 0.03% | 500 |
|
|
2017
Q2 | $637K | Buy |
60,272
+23,660
| +65% | +$258K | 0.03% | 450 |
|
|
2017
Q1 | $415K | Sell |
36,612
-4,384
| -11% | -$49.2K | 0.02% | 575 |
|
|
2016
Q4 | $454K | Sell |
40,996
-21,678
| -35% | -$236K | 0.02% | 518 |
|
|
2016
Q3 | $741K | Buy |
62,674
+12,945
| +26% | +$154K | 0.03% | 452 |
|
|
2016
Q2 | $567K | Buy |
49,729
+1,663
| +3% | +$17.7K | 0.03% | 406 |
|
|
2016
Q1 | $487K | Sell |
48,066
-7,273
| -13% | -$64.6K | 0.03% | 441 |
|
|
2015
Q4 | $483K | Sell |
55,339
-258,629
| -82% | -$2.27M | 0.03% | 443 |
|
|
2015
Q3 | $2.62M | Buy |
313,968
+40,149
| +15% | +$348K | 0.18% | 129 |
|
|
2015
Q2 | $3.01M | Hold |
273,819
| – | – | 0.19% | 115 |
|
|
2015
Q1 | $3.01M | Buy |
+273,819
| New | +$3.02M | 0.19% | 114 |
|