SFWA
GOV
Summit Financial Wealth Advisors’s Government Properties Income Trust GOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-192,744
| Closed | -$3.53M | – | 154 |
|
|
2017
Q2 | $3.53M | Buy |
192,744
+12,522
| +7% | +$229K | 1.4% | 19 |
|
|
2017
Q1 | $3.77M | Buy |
180,222
+3,151
| +2% | +$66K | 1.65% | 15 |
|
|
2016
Q4 | $3.38M | Buy |
177,071
+2,431
| +1% | +$46.4K | 1.48% | 23 |
|
|
2016
Q3 | $3.95M | Sell |
174,640
-76,658
| -31% | -$1.73M | 1.71% | 13 |
|
|
2016
Q2 | $5.8M | Sell |
251,298
-1,125
| -0.4% | -$25.9K | 2.42% | 10 |
|
|
2016
Q1 | $4.51M | Sell |
252,423
-7,945
| -3% | -$142K | 1.97% | 14 |
|
|
2015
Q4 | $4.13M | Sell |
260,368
-25,282
| -9% | -$401K | 1.89% | 16 |
|
|
2015
Q3 | $4.57M | Buy |
285,650
+35,400
| +14% | +$566K | 2.95% | 8 |
|
|
2015
Q2 | $4.64M | Buy |
250,250
+54,505
| +28% | +$1.01M | 2.87% | 8 |
|
|
2015
Q1 | $3.84M | Buy |
195,745
+64,520
| +49% | +$1.27M | 2.6% | 16 |
|
|
2014
Q4 | $3.02M | Buy |
+131,225
| New | +$3.02M | 2.1% | 18 |
|