Sonora Investment Management’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-234,382
| Closed | -$2.32M | – | 1282 |
|
2018
Q2 | $2.32M | Hold |
234,382
| – | – | 0.36% | 78 |
|
2018
Q1 | $2.01M | Sell |
234,382
-2,673
| -1% | -$22.9K | 0.32% | 82 |
|
2017
Q4 | $2.62M | Sell |
237,055
-341
| -0.1% | -$3.77K | 0.42% | 74 |
|
2017
Q3 | $2.44M | Buy |
237,396
+17,790
| +8% | +$183K | 0.42% | 73 |
|
2017
Q2 | $2.32M | Buy |
219,606
+1,593
| +0.7% | +$16.8K | 0.44% | 69 |
|
2017
Q1 | $2.47M | Buy |
218,013
+17,631
| +9% | +$200K | 0.48% | 67 |
|
2016
Q4 | $2.22M | Sell |
200,382
-80
| -0% | -$886 | 0.46% | 66 |
|
2016
Q3 | $2.37M | Buy |
200,462
+114
| +0.1% | +$1.35K | 0.5% | 60 |
|
2016
Q2 | $2.29M | Sell |
200,348
-3,412
| -2% | -$39K | 0.53% | 57 |
|
2016
Q1 | $2.06M | Buy |
203,760
+22,636
| +12% | +$229K | 0.5% | 55 |
|
2015
Q4 | $1.58M | Sell |
181,124
-10,636
| -6% | -$92.7K | 0.41% | 72 |
|
2015
Q3 | $1.54M | Buy |
+191,760
| New | +$1.54M | 0.47% | 58 |
|