Palo Capital’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-57,250
| Closed | -$499K | – | 191 |
|
2015
Q4 | $499K | Sell |
57,250
-11,432
| -17% | -$99.6K | 0.45% | 89 |
|
2015
Q3 | $574K | Sell |
68,682
-3,117
| -4% | -$26.1K | 0.5% | 89 |
|
2015
Q2 | $651K | Sell |
71,799
-12,865
| -15% | -$117K | 0.51% | 91 |
|
2015
Q1 | $930K | Sell |
84,664
-82,753
| -49% | -$909K | 0.76% | 67 |
|
2014
Q4 | $1.8M | Buy |
+167,417
| New | +$1.8M | 1.51% | 16 |
|