Veritable’s Starwood Waypoint Homes SFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,962
| Closed | -$435K | – | 834 |
|
|
2017
Q3 | $435K | Sell |
11,962
-8,399
| -41% | -$305K | 0.01% | 522 |
|
|
2017
Q2 | $699K | Buy |
20,361
+4,353
| +27% | +$149K | 0.02% | 430 |
|
|
2017
Q1 | $543K | Buy |
16,008
+5,987
| +60% | +$203K | 0.01% | 470 |
|
|
2016
Q4 | $289K | Hold |
10,021
| – | – | 0.01% | 601 |
|
|
2016
Q3 | $288K | Sell |
10,021
-10,420
| -51% | -$299K | 0.01% | 590 |
|
|
2016
Q2 | $622K | Sell |
20,441
-94
| -0.5% | -$2.86K | 0.02% | 391 |
|
|
2016
Q1 | $508K | Sell |
20,535
-513
| -2% | -$12.7K | 0.01% | 435 |
|
|
2015
Q4 | $477K | Sell |
21,048
-2,698
| -11% | -$61.1K | 0.01% | 471 |
|
|
2015
Q3 | $566K | Sell |
23,746
-11,740
| -33% | -$280K | 0.02% | 411 |
|
|
2015
Q2 | $843K | Sell |
35,486
-2,349
| -6% | -$55.8K | 0.02% | 338 |
|
|
2015
Q1 | $978K | Buy |
37,835
+314
| +0.8% | +$8.12K | 0.02% | 411 |
|
|
2014
Q4 | $989K | Sell |
37,521
-2,780
| -7% | -$73.3K | 0.02% | 407 |
|
|
2014
Q3 | $1.05M | Sell |
40,301
-3,440
| -8% | -$89.5K | 0.02% | 389 |
|
|
2014
Q2 | $1.15M | Sell |
43,741
-2,517
| -5% | -$65.9K | 0.02% | 380 |
|
|
2014
Q1 | $1.33M | Buy |
+46,258
| New | +$1.33M | 0.03% | 331 |
|