IFP Advisors’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,576
| Closed | -$27K | – | 3901 |
|
|
2018
Q4 | $27K | Sell |
3,576
-10,866
| -75% | -$91.2K | ﹤0.01% | 1966 |
|
|
2018
Q3 | $139K | Hold |
14,442
| – | – | 0.01% | 1284 |
|
|
2018
Q2 | $143K | Buy |
14,442
+6,188
| +75% | +$55.7K | 0.01% | 1277 |
|
|
2018
Q1 | $91K | Hold |
8,254
| – | – | ﹤0.01% | 1442 |
|
|
2017
Q4 | $91K | Sell |
8,254
-24,890
| -75% | -$272K | ﹤0.01% | 1454 |
|
|
2017
Q3 | $341K | Sell |
33,144
-6,455
| -16% | -$66.2K | 0.01% | 865 |
|
|
2017
Q2 | $418K | Sell |
39,599
-21,931
| -36% | -$240K | 0.02% | 748 |
|
|
2017
Q1 | $698K | Sell |
61,530
-6,103
| -9% | -$68.5K | 0.03% | 542 |
|
|
2016
Q4 | $749K | Sell |
67,633
-6,721
| -9% | -$73.3K | 0.04% | 472 |
|
|
2016
Q3 | $879K | Sell |
74,354
-14,603
| -16% | -$174K | 0.05% | 392 |
|
|
2016
Q2 | $1.02M | Buy |
+88,957
| New | +$946K | 0.06% | 350 |
|
|
2016
Q1 | – | Sell |
-102,443
| Closed | -$892K | – | 3878 |
|
|
2015
Q4 | $892K | Buy |
+102,443
| New | +$900K | 0.06% | 339 |
|