CAPTRUST Financial Advisors’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 |
-4,391
| Closed | -$47K | – | 3080 |
|
|
2020
Q2 | $47K | Hold |
4,391
| – | – | ﹤0.01% | 1646 |
|
|
2020
Q1 | $52K | Buy |
+4,391
| New | +$52K | ﹤0.01% | 1370 |
|
|
2019
Q4 | – | Sell |
-4,391
| Closed | -$78K | – | 1171 |
|
|
2019
Q3 | $78K | Hold |
4,391
| – | – | ﹤0.01% | 849 |
|
|
2019
Q2 | $71K | Buy |
4,391
+1,300
| +42% | +$21K | ﹤0.01% | 868 |
|
|
2019
Q1 | $50K | Buy |
+3,091
| New | +$50K | ﹤0.01% | 908 |
|