Westbourne Investment Advisors’s Global Self Storage SELF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-62,790
| Closed | -$278K | – | 97 |
|
|
2018
Q1 | $278K | Hold |
62,790
| – | – | 0.22% | 88 |
|
|
2017
Q4 | $291K | Buy |
62,790
+3,500
| +6% | +$16.2K | 0.22% | 91 |
|
|
2017
Q3 | $286K | Buy |
59,290
+5,000
| +9% | +$24.1K | 0.22% | 88 |
|
|
2017
Q2 | $266K | Buy |
+54,290
| New | +$266K | 0.22% | 92 |
|
|
2016
Q4 | – | Sell |
-10,000
| Closed | -$53K | – | 103 |
|
|
2016
Q3 | $53K | Hold |
10,000
| – | – | 0.05% | 105 |
|
|
2016
Q2 | $54K | Buy |
+10,000
| New | +$54K | 0.05% | 130 |
|