Stratos Wealth Partners’s Monogram Residential Trust, Inc. MORE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-20,873
| Closed | -$203K | – | 975 |
|
|
2017
Q2 | $203K | Sell |
20,873
-4,000
| -16% | -$38.9K | 0.01% | 762 |
|
|
2017
Q1 | $248K | Hold |
24,873
| – | – | 0.01% | 646 |
|
|
2016
Q4 | $269K | Sell |
24,873
-4,525
| -15% | -$48.9K | 0.02% | 547 |
|
|
2016
Q3 | $313K | Sell |
29,398
-2,852
| -9% | -$30.4K | 0.02% | 468 |
|
|
2016
Q2 | $329K | Buy |
32,250
+42
| +0.1% | +$428 | 0.02% | 428 |
|
|
2016
Q1 | $318K | Buy |
32,208
+6,070
| +23% | +$59.9K | 0.03% | 398 |
|
|
2015
Q4 | $255K | Buy |
26,138
+849
| +3% | +$8.28K | 0.02% | 467 |
|
|
2015
Q3 | $235K | Buy |
+25,289
| New | +$235K | 0.03% | 445 |
|