Friedberg Investment Management’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-23,680
| Closed | -$331K | – | 108 |
|
|
2015
Q1 | $331K | Sell |
23,680
-5,100
| -18% | -$71.3K | 0.12% | 90 |
|
|
2014
Q4 | $385K | Sell |
28,780
-50
| -0.2% | -$669 | 0.15% | 89 |
|
|
2014
Q3 | $339K | Buy |
28,830
+2,000
| +7% | +$23.5K | 0.13% | 95 |
|
|
2014
Q2 | $357K | Sell |
26,830
-4,950
| -16% | -$65.9K | 0.13% | 94 |
|
|
2014
Q1 | $403K | Buy |
31,780
+1,850
| +6% | +$23.5K | 0.16% | 87 |
|
|
2013
Q4 | $340K | Sell |
29,930
-3,840
| -11% | -$43.6K | 0.14% | 90 |
|
|
2013
Q3 | $405K | Buy |
33,770
+900
| +3% | +$10.8K | 0.18% | 80 |
|
|
2013
Q2 | $421K | Buy |
+32,870
| New | +$421K | 0.19% | 81 |
|