United Capital Financial Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-35,637
| Closed | -$346K | – | 1357 |
|
|
2017
Q2 | $346K | Sell |
35,637
-9,760
| -21% | -$94.8K | ﹤0.01% | 1030 |
|
|
2017
Q1 | $453K | Sell |
45,397
-5,067
| -10% | -$50.6K | ﹤0.01% | 934 |
|
|
2016
Q4 | $546K | Sell |
50,464
-2,464
| -5% | -$26.7K | 0.01% | 917 |
|
|
2016
Q3 | $563K | Sell |
52,928
-56,710
| -52% | -$603K | 0.01% | 927 |
|
|
2016
Q2 | $1.1M | Buy |
109,638
+4,801
| +5% | +$48K | 0.01% | 713 |
|
|
2016
Q1 | $1.03M | Buy |
104,837
+10,328
| +11% | +$102K | 0.01% | 687 |
|
|
2015
Q4 | $922K | Sell |
94,509
-2,110
| -2% | -$20.6K | 0.01% | 717 |
|
|
2015
Q3 | $900K | Buy |
96,619
+13,168
| +16% | +$123K | 0.01% | 720 |
|
|
2015
Q2 | $753K | Buy |
83,451
+13,911
| +20% | +$126K | 0.01% | 787 |
|
|
2015
Q1 | $656K | Sell |
69,540
-18,269
| -21% | -$172K | 0.01% | 816 |
|
|
2014
Q4 | $813K | Buy |
+87,809
| New | +$813K | 0.01% | 697 |
|