Regal Investment Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Hold |
0
| – | -$120K | – | 279 |
|
|
2016
Q4 | – | Hold |
0
| – | -$118K | – | 240 |
|
|
2016
Q3 | – | Hold |
0
| – | -$113K | – | 255 |
|
|
2016
Q2 | – | Hold |
0
| – | -$110K | – | 240 |
|
|
2016
Q1 | – | Sell |
-11,110
| Closed | -$108K | – | 240 |
|
|
2015
Q4 | $108K | Hold |
11,110
| – | – | 0.03% | 260 |
|
|
2015
Q3 | $103K | Sell |
11,110
-1,025
| -8% | -$9.5K | 0.03% | 338 |
|
|
2015
Q2 | $109K | Sell |
12,135
-1,975
| -14% | -$17.7K | 0.03% | 327 |
|
|
2015
Q1 | $132K | Buy |
14,110
+3,000
| +27% | +$28.1K | 0.03% | 297 |
|
|
2014
Q4 | $103K | Buy |
+11,110
| New | +$103K | 0.03% | 301 |
|