Principal Financial Group’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 |
-12,098
| Closed | -$89K | – | 2295 |
|
|
2018
Q4 | $89K | Sell |
12,098
-10,222
| -46% | -$75.2K | ﹤0.01% | 2179 |
|
|
2018
Q3 | $215K | Sell |
22,320
-1,611
| -7% | -$15.5K | ﹤0.01% | 2154 |
|
|
2018
Q2 | $236K | Buy |
+23,931
| New | +$236K | ﹤0.01% | 2126 |
|
|
2018
Q1 | – | Sell |
-24,167
| Closed | -$267K | – | 2264 |
|
|
2017
Q4 | $267K | Sell |
24,167
-480
| -2% | -$5.3K | ﹤0.01% | 2070 |
|
|
2017
Q3 | $254K | Sell |
24,647
-4,887
| -17% | -$50.4K | ﹤0.01% | 2056 |
|
|
2017
Q2 | $312K | Sell |
29,534
-97,650
| -77% | -$1.03M | ﹤0.01% | 2040 |
|
|
2017
Q1 | $1.44M | Sell |
127,184
-2,038
| -2% | -$23.1K | ﹤0.01% | 1763 |
|
|
2016
Q4 | $1.43M | Buy |
129,222
+98,507
| +321% | +$1.09M | ﹤0.01% | 1762 |
|
|
2016
Q3 | $363K | Buy |
30,715
+680
| +2% | +$8.04K | ﹤0.01% | 1915 |
|
|
2016
Q2 | $343K | Sell |
30,035
-2,043
| -6% | -$23.3K | ﹤0.01% | 1913 |
|
|
2016
Q1 | $325K | Buy |
32,078
+1,209
| +4% | +$12.2K | ﹤0.01% | 1910 |
|
|
2015
Q4 | $269K | Buy |
+30,869
| New | +$269K | ﹤0.01% | 1973 |
|
|
2015
Q3 | – | Sell |
-26,643
| Closed | -$242K | – | 2243 |
|
|
2015
Q2 | $242K | Buy |
+26,643
| New | +$242K | ﹤0.01% | 1999 |
|
|
2014
Q4 | – | Sell |
-20,034
| Closed | -$212K | – | 2246 |
|
|
2014
Q3 | $212K | Hold |
20,034
| – | – | ﹤0.01% | 2019 |
|
|
2014
Q2 | $261K | Buy |
+20,034
| New | +$261K | ﹤0.01% | 2007 |
|