Montag & Associates’s Anywhere Real Estate HOUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-53,050
| Closed | -$1.54M | – | 244 |
|
|
2016
Q2 | $1.54M | Sell |
53,050
-3,150
| -6% | -$91.4K | 0.2% | 121 |
|
|
2016
Q1 | $2.03M | Buy |
56,200
+26,300
| +88% | +$950K | 0.29% | 99 |
|
|
2015
Q4 | $1.1M | Sell |
29,900
-26,200
| -47% | -$960K | 0.16% | 125 |
|
|
2015
Q3 | $2.11M | Sell |
56,100
-126,120
| -69% | -$4.75M | 0.33% | 95 |
|
|
2015
Q2 | $8.51M | Buy |
182,220
+4,260
| +2% | +$199K | 1.24% | 17 |
|
|
2015
Q1 | $8.09M | Sell |
177,960
-14,374
| -7% | -$654K | 1.17% | 18 |
|
|
2014
Q4 | $8.56M | Buy |
192,334
+8,488
| +5% | +$378K | 1.29% | 12 |
|
|
2014
Q3 | $6.84M | Buy |
183,846
+12,526
| +7% | +$466K | 1.13% | 19 |
|
|
2014
Q2 | $6.46M | Sell |
171,320
-16,720
| -9% | -$630K | 1.05% | 21 |
|
|
2014
Q1 | $8.17M | Buy |
188,040
+8,241
| +5% | +$358K | 1.38% | 12 |
|
|
2013
Q4 | $8.9M | Sell |
179,799
-2,336
| -1% | -$116K | 1.53% | 7 |
|
|
2013
Q3 | $7.84M | Buy |
+182,135
| New | +$7.84M | 1.46% | 12 |
|