Creative Planning’s Monogram Residential Trust, Inc. MORE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,339
| Closed | -$42K | – | 4404 |
|
|
2017
Q2 | $42K | Sell |
4,339
-2,702
| -38% | -$26.2K | ﹤0.01% | 2633 |
|
|
2017
Q1 | $70K | Hold |
7,041
| – | – | ﹤0.01% | 2203 |
|
|
2016
Q4 | $76K | Hold |
7,041
| – | – | ﹤0.01% | 2043 |
|
|
2016
Q3 | $75K | Sell |
7,041
-5,675
| -45% | -$60.5K | ﹤0.01% | 2044 |
|
|
2016
Q2 | $130K | Buy |
12,716
+4,680
| +58% | +$47.8K | ﹤0.01% | 1496 |
|
|
2016
Q1 | $79K | Sell |
8,036
-6,794
| -46% | -$66.8K | ﹤0.01% | 1772 |
|
|
2015
Q4 | $145K | Sell |
14,830
-55,555
| -79% | -$543K | ﹤0.01% | 1406 |
|
|
2015
Q3 | $655K | Hold |
70,385
| – | – | 0.01% | 634 |
|
|
2015
Q2 | $635K | Hold |
70,385
| – | – | 0.01% | 597 |
|
|
2015
Q1 | $656K | Sell |
70,385
-18,921
| -21% | -$176K | 0.01% | 617 |
|
|
2014
Q4 | $827K | Buy |
+89,306
| New | +$827K | 0.01% | 512 |
|