Independent Portfolio Consultants’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-114,110
| Closed | -$1.5M | – | 789 |
|
|
2016
Q1 | $1.5M | Buy |
114,110
+36,305
| +47% | +$477K | 0.42% | 63 |
|
|
2015
Q4 | $1.01M | Sell |
77,805
-43,005
| -36% | -$558K | 0.3% | 100 |
|
|
2015
Q3 | $1.74M | Buy |
120,810
+29,905
| +33% | +$429K | 0.38% | 84 |
|
|
2015
Q2 | $1.38M | Buy |
90,905
+11,745
| +15% | +$178K | 0.28% | 130 |
|
|
2015
Q1 | $1.29M | Buy |
79,160
+1,155
| +1% | +$18.9K | 0.26% | 138 |
|
|
2014
Q4 | $1.22M | Buy |
+78,005
| New | +$1.22M | 0.24% | 142 |
|