Van Hulzen Asset Management’s Investors Real Estate Trust IRET.PRB.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-17,700
| Closed | -$457K | – | 178 |
|
|
2016
Q3 | $457K | Hold |
17,700
| – | – | 0.25% | 76 |
|
|
2016
Q2 | $464K | Hold |
17,700
| – | – | 0.26% | 77 |
|
|
2016
Q1 | $463K | Buy |
17,700
+100
| +0.6% | +$2.62K | 0.26% | 78 |
|
|
2015
Q4 | $449K | Buy |
17,600
+400
| +2% | +$10.2K | 0.28% | 72 |
|
|
2015
Q3 | $443K | Sell |
17,200
-1,700
| -9% | -$43.8K | 0.29% | 73 |
|
|
2015
Q2 | $479K | Buy |
18,900
+2,000
| +12% | +$50.7K | 0.26% | 83 |
|
|
2015
Q1 | $443K | Buy |
+16,900
| New | +$443K | 0.27% | 82 |
|