Edgemoor Investment Advisors’s COMMONWEALTH REIT CUM RED PFD SER E (MD) CWH.PRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-75,916
| Closed | -$1.96M | – | 142 |
|
|
2014
Q2 | $1.96M | Sell |
75,916
-4,350
| -5% | -$112K | 0.29% | 71 |
|
|
2014
Q1 | $2.02M | Hold |
80,266
| – | – | 0.32% | 67 |
|
|
2013
Q4 | $1.75M | Sell |
80,266
-9,641
| -11% | -$210K | 0.28% | 69 |
|
|
2013
Q3 | $2.06M | Buy |
89,907
+2,761
| +3% | +$63.3K | 0.36% | 65 |
|
|
2013
Q2 | $2.19M | Buy |
+87,146
| New | +$2.19M | 0.39% | 62 |
|