BerganKDV Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-908
| Closed | -$17K | – | 1153 |
|
|
2021
Q3 | $17K | Hold |
908
| – | – | ﹤0.01% | 558 |
|
|
2021
Q2 | $16K | Hold |
908
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $16K | Hold |
908
| – | – | ﹤0.01% | 522 |
|
|
2020
Q4 | $13K | Hold |
908
| – | – | ﹤0.01% | 532 |
|
|
2020
Q3 | $10K | Hold |
908
| – | – | ﹤0.01% | 511 |
|
|
2020
Q2 | $12K | Hold |
908
| – | – | ﹤0.01% | 525 |
|
|
2020
Q1 | $11K | Hold |
908
| – | – | ﹤0.01% | 487 |
|
|
2019
Q4 | $19K | Hold |
908
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $19K | Buy |
+908
| New | +$19K | ﹤0.01% | 438 |
|
|
2019
Q2 | – | Hold |
0
| – | -$20K | – | 437 |
|
|
2019
Q1 | – | Hold |
0
| – | -$18K | – | 437 |
|
|
2018
Q4 | – | Hold |
0
| – | -$21K | – | 409 |
|
|
2018
Q3 | – | Hold |
0
| – | -$21K | – | 419 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 425 |
|