Coe Capital Management’s Reis, Inc. REIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-32,277
| Closed | -$760K | – | 285 |
|
2016
Q1 | $760K | Buy |
32,277
+12,905
| +67% | +$304K | 0.24% | 110 |
|
2015
Q4 | $460K | Sell |
19,372
-15,931
| -45% | -$378K | 0.18% | 144 |
|
2015
Q3 | $800K | Buy |
+35,303
| New | +$800K | 0.3% | 99 |
|
2015
Q1 | – | Sell |
-7,749
| Closed | -$203K | – | 276 |
|
2014
Q4 | $203K | Sell |
7,749
-31,366
| -80% | -$821K | 0.06% | 233 |
|
2014
Q3 | $923K | Buy |
+39,115
| New | +$923K | 0.34% | 106 |
|