EHWM
FSP
Eads & Heald Wealth Management’s Franklin Street Properties FSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,440
| Closed | -$123K | – | 125 |
|
|
2017
Q4 | $123K | Sell |
11,440
-2,890
| -20% | -$31.1K | 0.07% | 127 |
|
|
2017
Q3 | $152K | Sell |
14,330
-145
| -1% | -$1.54K | 0.09% | 129 |
|
|
2017
Q2 | $160K | Buy |
14,475
+310
| +2% | +$3.43K | 0.1% | 127 |
|
|
2017
Q1 | $172K | Buy |
14,165
+1,395
| +11% | +$16.9K | 0.11% | 127 |
|
|
2016
Q4 | $165K | Buy |
+12,770
| New | +$165K | 0.11% | 128 |
|
|
2015
Q4 | – | Sell |
-13,125
| Closed | -$141K | – | 134 |
|
|
2015
Q3 | $141K | Sell |
13,125
-180
| -1% | -$1.93K | 0.1% | 132 |
|
|
2015
Q2 | $150K | Buy |
+13,305
| New | +$150K | 0.1% | 132 |
|