USCA RIA’s AMREIT INC NEW COM STK AMRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-54,800
| Closed | -$1.45M | – | 374 |
|
|
2014
Q4 | $1.45M | Sell |
54,800
-3,000
| -5% | -$79.6K | 0.4% | 66 |
|
|
2014
Q3 | $1.33M | Buy |
57,800
+13,900
| +32% | +$319K | 0.4% | 70 |
|
|
2014
Q2 | $803K | Sell |
43,900
-7,000
| -14% | -$128K | 0.27% | 109 |
|
|
2014
Q1 | $843K | Hold |
50,900
| – | – | 0.3% | 103 |
|
|
2013
Q4 | $855K | Buy |
50,900
+17,400
| +52% | +$292K | 0.34% | 92 |
|
|
2013
Q3 | $581K | Buy |
33,500
+5,000
| +18% | +$86.7K | 0.26% | 102 |
|
|
2013
Q2 | $551K | Buy |
+28,500
| New | +$551K | 0.28% | 103 |
|