Patriot Financial Group Insurance Agency’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-27,657
| Closed | -$204K | – | 1520 |
|
|
2018
Q4 | $204K | Sell |
27,657
-28,959
| -51% | -$214K | 0.13% | 128 |
|
|
2018
Q3 | $546K | Buy |
56,616
+19,549
| +53% | +$189K | 0.33% | 46 |
|
|
2018
Q2 | $366K | Buy |
37,067
+2,385
| +7% | +$23.6K | 0.39% | 47 |
|
|
2018
Q1 | $292K | Buy |
34,682
+5,030
| +17% | +$42.3K | 0.22% | 97 |
|
|
2017
Q4 | $315K | Buy |
29,652
+903
| +3% | +$9.59K | 0.24% | 85 |
|
|
2017
Q3 | $307K | Buy |
28,749
+3,360
| +13% | +$35.9K | 0.27% | 74 |
|
|
2017
Q2 | $260K | Sell |
25,389
-2,136
| -8% | -$21.9K | 0.27% | 72 |
|
|
2017
Q1 | $311K | Sell |
27,525
-1,570
| -5% | -$17.7K | 0.33% | 55 |
|
|
2016
Q4 | $325K | Buy |
+29,095
| New | +$325K | 0.44% | 43 |
|