WFG 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
Q2 | $90K | Buy |
9,257
+2,160
| +30% | +$21K | 0.02% | 550 |
|
|
2017
Q1 | $71K | Buy |
7,097
+35
| +0.5% | +$350 | 0.02% | 576 |
|
|
2016
Q4 | $76K | Sell |
7,062
-2,521
| -26% | -$27.1K | 0.02% | 616 |
|
|
2016
Q3 | $102K | Sell |
9,583
-3,065
| -24% | -$32.6K | 0.03% | 515 |
|
|
2016
Q2 | $129K | Sell |
12,648
-23,388
| -65% | -$239K | 0.03% | 443 |
|
|
2016
Q1 | $355K | Buy |
36,036
+5,047
| +16% | +$49.7K | 0.1% | 210 |
|
|
2015
Q4 | $302K | Sell |
30,989
-58,376
| -65% | -$569K | 0.09% | 222 |
|
|
2015
Q3 | $832K | Buy |
89,365
+43,856
| +96% | +$408K | 0.26% | 87 |
|
|
2015
Q2 | $410K | Buy |
45,509
+19,746
| +77% | +$178K | 0.11% | 197 |
|
|
2015
Q1 | $240K | Buy |
25,763
+14,002
| +119% | +$130K | 0.07% | 309 |
|
|
2014
Q4 | $109K | Buy |
+11,761
| New | +$109K | 0.02% | 610 |
|