IFP Advisors’s Education Realty Trust Inc EDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5392 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5199 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5015 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4772 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4565 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4328 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4180 |
|
|
2018
Q3 | – | Sell |
-433
| Closed | -$18K | – | 4093 |
|
|
2018
Q2 | $18K | Buy |
433
+101
| +30% | +$4.2K | ﹤0.01% | 2519 |
|
|
2018
Q1 | $12K | Hold |
332
| – | – | ﹤0.01% | 2703 |
|
|
2017
Q4 | $12K | Buy |
332
+117
| +54% | +$4.23K | ﹤0.01% | 2699 |
|
|
2017
Q3 | $8K | Buy |
215
+88
| +69% | +$3.27K | ﹤0.01% | 3158 |
|
|
2017
Q2 | $5K | Buy |
127
+73
| +135% | +$2.87K | ﹤0.01% | 3422 |
|
|
2017
Q1 | $2K | Sell |
54
-220
| -80% | -$8.15K | ﹤0.01% | 3712 |
|
|
2016
Q4 | $12K | Buy |
274
+16
| +6% | +$701 | ﹤0.01% | 2798 |
|
|
2016
Q3 | $11K | Buy |
258
+13
| +5% | +$554 | ﹤0.01% | 2784 |
|
|
2016
Q2 | $11K | Buy |
+245
| New | +$11K | ﹤0.01% | 2702 |
|
|
2016
Q1 | – | Sell |
-304
| Closed | -$12K | – | 3930 |
|
|
2015
Q4 | $12K | Buy |
+304
| New | +$12K | ﹤0.01% | 2488 |
|