Howe & Rusling’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,725
| Closed | -$76K | – | 1092 |
|
|
2015
Q4 | $76K | Hold |
8,725
| – | – | 0.02% | 227 |
|
|
2015
Q3 | $73K | Hold |
8,725
| – | – | 0.02% | 231 |
|
|
2015
Q2 | $79K | Buy |
+8,725
| New | +$79K | 0.02% | 248 |
|
|
2015
Q1 | – | Sell |
-91
| Closed | -$1K | – | 1008 |
|
|
2014
Q4 | $1K | Hold |
91
| – | – | ﹤0.01% | 886 |
|
|
2014
Q3 | $1K | Buy |
+91
| New | +$1K | ﹤0.01% | 866 |
|