United Capital Financial Advisors’s Education Realty Trust Inc EDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15,137
| Closed | -$509K | – | 1325 |
|
|
2015
Q1 | $509K | Buy |
15,137
+38
| +0.3% | +$1.28K | 0.01% | 887 |
|
|
2014
Q4 | $552K | Sell |
15,099
-577
| -4% | -$21.1K | 0.01% | 794 |
|
|
2014
Q3 | $483K | Buy |
15,676
+1,037
| +7% | +$32K | 0.01% | 802 |
|
|
2014
Q2 | $472K | Buy |
14,639
+3,653
| +33% | +$118K | 0.01% | 693 |
|
|
2014
Q1 | $325K | Buy |
10,986
+3,797
| +53% | +$112K | 0.01% | 763 |
|
|
2013
Q4 | $190K | Buy |
+7,189
| New | +$190K | 0.01% | 609 |
|