Independent Portfolio Consultants’s SELECT INCOME REIT SIR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$82K Sell
7,760
-3,899
-33% -$41.2K 0.03% 435
2017
Q1
$132K Sell
11,659
-1,047
-8% -$11.9K 0.05% 396
2016
Q4
$141K Sell
12,706
-4,106
-24% -$45.6K 0.05% 380
2016
Q3
$199K Sell
16,812
-967
-5% -$11.4K 0.06% 324
2016
Q2
$203K Sell
17,779
-12
-0.1% -$137 0.06% 326
2016
Q1
$180K Sell
17,791
-250
-1% -$2.53K 0.05% 361
2015
Q4
$157K Sell
18,041
-1,706
-9% -$14.8K 0.05% 369
2015
Q3
$165K Buy
+19,747
New +$165K 0.04% 374