Ground Swell Capital’s Income Opportunity Realty Investors IOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$1K Sell
185
-415
-69% -$2.69K ﹤0.01% 2140
2014
Q2
$4K Buy
+600
New +$3.94K 0.01% 1183

Other funds holding IOR

Ground Swell Capital's IOR Position: Q3 2014 in Review

Ground Swell Capital reduced its Income Opportunity Realty Investors (IOR) stake by 69% in Q3 2014, selling an estimated $2.69K and leaving 185 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Ground Swell Capital first reported a position in IOR in Q2 2014 and has held it in 2 quarters since. The position peaked at $4K in Q2 2014. 3 funds tracked by Wall St. Rank hold IOR as of Q3 2014.

  • Ground Swell Capital held 185 shares of Income Opportunity Realty Investors worth $1K as of Q3 2014.
  • Ground Swell Capital sold 415 Income Opportunity Realty Investors shares in Q3 2014, an estimated $2.69K.
  • Income Opportunity Realty Investors made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2140 holding.
  • Ground Swell Capital first reported a position in Income Opportunity Realty Investors in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Income Opportunity Realty Investors position peaked at $4K in Q2 2014.
  • 3 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.