Envestnet Asset Management’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-116
| Closed | -$2K | – | 2929 |
|
|
2014
Q2 | $2K | Hold |
116
| – | – | ﹤0.01% | 2540 |
|
|
2014
Q1 | $2K | Sell |
116
-221
| -66% | -$3.81K | ﹤0.01% | 2349 |
|
|
2013
Q4 | $4K | Buy |
337
+9
| +3% | +$107 | ﹤0.01% | 2096 |
|
|
2013
Q3 | $4K | Hold |
328
| – | – | ﹤0.01% | 2014 |
|
|
2013
Q2 | $4K | Buy |
+328
| New | +$4K | ﹤0.01% | 1971 |
|