IndexIQ Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-64,477
| Closed | -$1.02M | – | 289 |
|
|
2015
Q2 | $1.02M | Sell |
64,477
-2,993
| -4% | -$47.2K | 0.06% | 113 |
|
|
2015
Q1 | $946K | Buy |
67,470
+10,953
| +19% | +$154K | 0.06% | 116 |
|
|
2014
Q4 | $757K | Buy |
56,517
+9,995
| +21% | +$134K | 0.05% | 118 |
|
|
2014
Q3 | $548K | Buy |
46,522
+3,674
| +9% | +$43.3K | 0.04% | 135 |
|
|
2014
Q2 | $571K | Buy |
+42,848
| New | +$571K | 0.05% | 127 |
|