United Capital Financial Advisors’s INLAND REAL ESTATE CORP IRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-23,525
| Closed | -$250K | – | 1325 |
|
|
2016
Q1 | $250K | Buy |
23,525
+9,525
| +68% | +$101K | ﹤0.01% | 1057 |
|
|
2015
Q4 | $149K | Sell |
14,000
-800
| -5% | -$8.51K | ﹤0.01% | 1154 |
|
|
2015
Q3 | $120K | Hold |
14,800
| – | – | ﹤0.01% | 1197 |
|
|
2015
Q2 | $139K | Hold |
14,800
| – | – | ﹤0.01% | 1214 |
|
|
2015
Q1 | $152K | Buy |
+14,800
| New | +$152K | ﹤0.01% | 1198 |
|