APP
CIO

Avantax Planning Partners’s City Office REIT CIO Stock Holding History

Avantax Planning Partners’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,679
Closed -$43K – 450
2018
Q1 		$43K Buy
+3,679
New +$43K ﹤0.01% 554