Commonwealth Equity Services’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 |
-13,555
| Closed | -$99K | – | 2836 |
|
|
2018
Q4 | $99K | Sell |
13,555
-16,957
| -56% | -$142K | ﹤0.01% | 2492 |
|
|
2018
Q3 | $294K | Buy |
30,512
+1,649
| +6% | +$15.5K | ﹤0.01% | 2184 |
|
|
2018
Q2 | $285K | Sell |
28,863
-1,474
| -5% | -$13.3K | ﹤0.01% | 2166 |
|
|
2018
Q1 | $259K | Buy |
30,337
+414
| +1% | +$3.78K | ﹤0.01% | 2182 |
|
|
2017
Q4 | $331K | Buy |
29,923
+1,326
| +5% | +$14.5K | ﹤0.01% | 1971 |
|
|
2017
Q3 | $294K | Sell |
28,597
-5,646
| -16% | -$57.9K | ﹤0.01% | 1995 |
|
|
2017
Q2 | $362K | Sell |
34,243
-4,639
| -12% | -$50.7K | ﹤0.01% | 1791 |
|
|
2017
Q1 | $441K | Sell |
38,882
-1,677
| -4% | -$18.8K | ﹤0.01% | 1581 |
|
|
2016
Q4 | $449K | Buy |
40,559
+389
| +1% | +$4.24K | ﹤0.01% | 1469 |
|
|
2016
Q3 | $475K | Sell |
40,170
-7,346
| -15% | -$87.3K | ﹤0.01% | 1410 |
|
|
2016
Q2 | $543K | Buy |
47,516
+551
| +1% | +$5.86K | ﹤0.01% | 1310 |
|
|
2016
Q1 | $476K | Sell |
46,965
-21,017
| -31% | -$187K | ﹤0.01% | 1348 |
|
|
2015
Q4 | $592K | Buy |
67,982
+10,393
| +18% | +$91.3K | 0.01% | 1187 |
|
|
2015
Q3 | $481K | Sell |
57,589
-52,127
| -48% | -$452K | 0.01% | 1269 |
|
|
2015
Q2 | $995K | Buy |
109,716
+64,321
| +142% | +$658K | 0.01% | 960 |
|
|
2015
Q1 | $499K | Buy |
+45,395
| New | +$501K | 0.01% | 1315 |
|