First Heartland Consultants’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
Q1 | – | Sell |
-20,116
| Closed | -$223K | – | 357 |
|
|
2016
Q4 | $223K | Buy |
20,116
+64
| +0.3% | +$709 | 0.07% | 292 |
|
|
2016
Q3 | $237K | Sell |
20,052
-8,247
| -29% | -$97.5K | 0.07% | 276 |
|
|
2016
Q2 | $323 | Sell |
28,299
-1,922
| -6% | -$22 | 0.04% | 216 |
|
|
2016
Q1 | $306K | Buy |
+30,221
| New | +$306K | 0.12% | 191 |
|
|
2015
Q2 | – | Sell |
-28,362
| Closed | -$312K | – | 275 |
|
|
2015
Q1 | $312K | Buy |
+28,362
| New | +$312K | 0.12% | 187 |
|