Aperio Group’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-36,181
| Closed | -$592K | – | 2351 |
|
|
2019
Q4 | $592K | Sell |
36,181
-23,721
| -40% | -$388K | ﹤0.01% | 1714 |
|
|
2019
Q3 | $1.07M | Buy |
59,902
+55,584
| +1,287% | +$990K | ﹤0.01% | 1361 |
|
|
2019
Q2 | $70K | Buy |
+4,318
| New | +$70K | ﹤0.01% | 2477 |
|
|
2018
Q2 | – | Sell |
-12,979
| Closed | -$221K | – | 2266 |
|
|
2018
Q1 | $221K | Buy |
+12,979
| New | +$221K | ﹤0.01% | 2097 |
|