Ballentine Partners’s CTO Realty Growth CTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,106
Closed -$278K 930
2024
Q4
$278K Sell
14,106
-66
-0.5% -$1.3K ﹤0.01% 623
2024
Q3
$270K Buy
+14,172
New +$270K ﹤0.01% 628