First National Bank of Mount Dora’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-10,750
| Closed | -$80K | – | 103 |
|
2018
Q4 | $80K | Sell |
10,750
-12,000
| -53% | -$89.3K | 0.04% | 92 |
|
2018
Q3 | $219K | Hold |
22,750
| – | – | 0.09% | 88 |
|
2018
Q2 | $225K | Hold |
22,750
| – | – | 0.1% | 81 |
|
2018
Q1 | $195K | Hold |
22,750
| – | – | 0.09% | 87 |
|
2017
Q4 | $251K | Buy |
+22,750
| New | +$251K | 0.11% | 77 |
|