Bowling Portfolio Management’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
Q3
Sell
-34,659
Closed -$372K 419
2020
Q2
$372K Sell
34,659
-4,848
-12% -$52K 0.08% 276
2020
Q1
$486K Sell
39,507
-1,986
-5% -$24.4K 0.12% 239
2019
Q4
$679K Sell
41,493
-23,393
-36% -$383K 0.12% 259
2019
Q3
$1.16M Sell
64,886
-704
-1% -$12.5K 0.19% 189
2019
Q2
$1.06M Buy
+65,590
New +$1.06M 0.17% 213