Independent Order of Foresters’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-11,532
| Closed | -$136K | – | 132 |
|
|
2014
Q3 | $136K | Sell |
11,532
-30,200
| -72% | -$356K | 0.14% | 94 |
|
|
2014
Q2 | $556K | Hold |
41,732
| – | – | 0.5% | 50 |
|
|
2014
Q1 | $529K | Hold |
41,732
| – | – | 0.49% | 51 |
|
|
2013
Q4 | $475K | Hold |
41,732
| – | – | 0.47% | 57 |
|
|
2013
Q3 | $500K | Buy |
41,732
+7,000
| +20% | +$83.9K | 0.49% | 58 |
|
|
2013
Q2 | $445K | Buy |
+34,732
| New | +$445K | 0.45% | 61 |
|