Creative Planning’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-473
| Closed | -$5K | – | 4234 |
|
|
2017
Q2 | $5K | Sell |
473
-7,262
| -94% | -$76.8K | ﹤0.01% | 3976 |
|
|
2017
Q1 | $88K | Buy |
7,735
+3,622
| +88% | +$41.2K | ﹤0.01% | 2026 |
|
|
2016
Q4 | $46K | Sell |
4,113
-232
| -5% | -$2.6K | ﹤0.01% | 2446 |
|
|
2016
Q3 | $51K | Buy |
4,345
+3,872
| +819% | +$45.4K | ﹤0.01% | 2327 |
|
|
2016
Q2 | $5K | Buy |
+473
| New | +$5K | ﹤0.01% | 3616 |
|
|
2015
Q2 | – | Sell |
-34,264
| Closed | -$376K | – | 3429 |
|
|
2015
Q1 | $376K | Buy |
+34,264
| New | +$376K | ﹤0.01% | 865 |
|
|
2014
Q2 | – | Sell |
-1,197
| Closed | -$16K | – | 3895 |
|
|
2014
Q1 | $16K | Buy |
+1,197
| New | +$16K | ﹤0.01% | 2495 |
|
|
2013
Q4 | – | Sell |
-228
| Closed | -$3K | – | 3550 |
|
|
2013
Q3 | $3K | Buy |
+228
| New | +$3K | ﹤0.01% | 2929 |
|