KCM Investment Advisors’s Investors Real Estate Trust IRET.PRB.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-58,287
| Closed | -$1.46M | – | 552 |
|
|
2017
Q3 | $1.46M | Buy |
58,287
+190
| +0.3% | +$4.77K | 0.09% | 213 |
|
|
2017
Q2 | $1.46M | Buy |
58,097
+6,776
| +13% | +$170K | 0.09% | 211 |
|
|
2017
Q1 | $1.3M | Sell |
51,321
-338
| -0.7% | -$8.55K | 0.08% | 226 |
|
|
2016
Q4 | $1.31M | Sell |
51,659
-1,131
| -2% | -$28.7K | 0.09% | 220 |
|
|
2016
Q3 | $1.36M | Sell |
52,790
-1,014
| -2% | -$26.2K | 0.09% | 218 |
|
|
2016
Q2 | $1.41M | Sell |
53,804
-75
| -0.1% | -$1.97K | 0.1% | 212 |
|
|
2016
Q1 | $1.41M | Sell |
53,879
-948
| -2% | -$24.8K | 0.1% | 206 |
|
|
2015
Q4 | $1.4M | Buy |
54,827
+484
| +0.9% | +$12.3K | 0.11% | 201 |
|
|
2015
Q3 | $1.4M | Buy |
54,343
+729
| +1% | +$18.8K | 0.12% | 207 |
|
|
2015
Q2 | $1.36M | Buy |
53,614
+13,012
| +32% | +$330K | 0.11% | 216 |
|
|
2015
Q1 | $1.06M | Buy |
40,602
+2,226
| +6% | +$58.3K | 0.09% | 239 |
|
|
2014
Q4 | $991K | Buy |
38,376
+1,334
| +4% | +$34.4K | 0.08% | 246 |
|
|
2014
Q3 | $968K | Buy |
37,042
+547
| +1% | +$14.3K | 0.09% | 237 |
|
|
2014
Q2 | $947K | Buy |
36,495
+1,485
| +4% | +$38.5K | 0.09% | 232 |
|
|
2014
Q1 | $905K | Buy |
35,010
+82
| +0.2% | +$2.12K | 0.09% | 230 |
|
|
2013
Q4 | $901K | Buy |
34,928
+969
| +3% | +$25K | 0.1% | 223 |
|
|
2013
Q3 | $874K | Buy |
33,959
+13,912
| +69% | +$358K | 0.1% | 223 |
|
|
2013
Q2 | $526K | Buy |
+20,047
| New | +$526K | 0.06% | 272 |
|