IFP Advisors’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5359 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5165 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4981 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4738 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4531 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4295 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4147 |
|
|
2019
Q1 | – | Sell |
-3,576
| Closed | -$27K | – | 3865 |
|
|
2018
Q4 | $27K | Sell |
3,576
-10,866
| -75% | -$82K | ﹤0.01% | 1944 |
|
|
2018
Q3 | $139K | Hold |
14,442
| – | – | 0.01% | 1278 |
|
|
2018
Q2 | $143K | Buy |
14,442
+6,188
| +75% | +$61.3K | 0.01% | 1268 |
|
|
2018
Q1 | $91K | Hold |
8,254
| – | – | ﹤0.01% | 1442 |
|
|
2017
Q4 | $91K | Sell |
8,254
-24,890
| -75% | -$274K | ﹤0.01% | 1440 |
|
|
2017
Q3 | $341K | Sell |
33,144
-6,455
| -16% | -$66.4K | 0.01% | 863 |
|
|
2017
Q2 | $418K | Sell |
39,599
-21,931
| -36% | -$232K | 0.02% | 747 |
|
|
2017
Q1 | $698K | Sell |
61,530
-6,103
| -9% | -$69.2K | 0.03% | 541 |
|
|
2016
Q4 | $749K | Sell |
67,633
-6,721
| -9% | -$74.4K | 0.04% | 471 |
|
|
2016
Q3 | $879K | Sell |
74,354
-14,603
| -16% | -$173K | 0.05% | 390 |
|
|
2016
Q2 | $1.02M | Buy |
+88,957
| New | +$1.02M | 0.06% | 350 |
|
|
2016
Q1 | – | Sell |
-102,443
| Closed | -$892K | – | 3885 |
|
|
2015
Q4 | $892K | Buy |
+102,443
| New | +$892K | 0.06% | 338 |
|