Douglass Winthrop Advisors’s Education Realty Trust Inc EDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,867
| Closed | -$119K | – | 222 |
|
|
2014
Q3 | $119K | Hold |
3,867
| – | – | 0.01% | 194 |
|
|
2014
Q2 | $125K | Hold |
3,867
| – | – | 0.01% | 185 |
|
|
2014
Q1 | $114K | Sell |
3,867
-1,666
| -30% | -$49.1K | 0.01% | 187 |
|
|
2013
Q4 | $146K | Hold |
5,533
| – | – | 0.02% | 183 |
|
|
2013
Q3 | $151K | Hold |
5,533
| – | – | 0.02% | 173 |
|
|
2013
Q2 | $170K | Buy |
+5,533
| New | +$170K | 0.02% | 172 |
|