Apexium Financial’s Empire State Realty Series 60 OGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
18,761
-3,373
| -15% | -$28.3K | 0.01% | 272 |
|
|
2025
Q1 | $186K | Hold |
22,134
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $221K | Hold |
22,134
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $243K | Hold |
22,134
| – | – | 0.02% | 209 |
|
|
2024
Q2 | $194K | Sell |
22,134
-1,711
| -7% | -$15K | 0.01% | 220 |
|
|
2024
Q1 | $242K | Hold |
23,845
| – | – | 0.02% | 198 |
|
|
2023
Q4 | $221K | Hold |
23,845
| – | – | 0.02% | 249 |
|
|
2023
Q3 | $191K | Hold |
23,845
| – | – | 0.02% | 205 |
|
|
2023
Q2 | $164K | Hold |
23,845
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $169K | Sell |
23,845
-2,344
| -9% | -$16.6K | 0.02% | 202 |
|
|
2022
Q4 | $173K | Hold |
26,189
| – | – | 0.02% | 198 |
|
|
2022
Q3 | $158K | Buy |
+26,189
| New | +$158K | 0.02% | 189 |
|