Summit Trail Advisors’s Anywhere Real Estate HOUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-22,841
| Closed | -$153K | – | 88 |
|
|
2019
Q3 | $153K | Hold |
22,841
| – | – | 0.05% | 86 |
|
|
2019
Q2 | $165K | Buy |
22,841
+11,751
| +106% | +$84.9K | 0.07% | 73 |
|
|
2019
Q1 | $126K | Buy |
+11,090
| New | +$126K | 0.05% | 79 |
|
|
2018
Q1 | – | Sell |
-164
| Closed | -$4K | – | 972 |
|
|
2017
Q4 | $4K | Buy |
+164
| New | +$4K | ﹤0.01% | 1469 |
|