MA
SIR

Montag & Associates’s SELECT INCOME REIT SIR Stock Holding History

Montag & Associates’s Portfolio SIR Stock Details SIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-37,355
Closed -$275K – 317
2018
Q4 		$275K Sell
37,355
-114,886
-75% -$846K 0.03% 251
2018
Q3 		$1.47M Buy
+152,241
New +$1.47M 0.13% 151