CHJWM
CXP
Carlton Hofferkamp & Jenks Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,161
| Closed | -$196K | – | 94 |
|
|
2018
Q4 | $196K | Sell |
10,161
-1,500
| -13% | -$28.9K | 0.14% | 81 |
|
|
2018
Q3 | $275K | Sell |
11,661
-1,500
| -11% | -$35.4K | 0.17% | 80 |
|
|
2018
Q2 | $297K | Sell |
13,161
-1,133
| -8% | -$25.6K | 0.19% | 79 |
|
|
2018
Q1 | $293K | Sell |
14,294
-675
| -5% | -$13.8K | 0.2% | 77 |
|
|
2017
Q4 | $343K | Sell |
14,969
-1,000
| -6% | -$22.9K | 0.22% | 78 |
|
|
2017
Q3 | $347K | Sell |
15,969
-2,641
| -14% | -$57.4K | 0.22% | 77 |
|
|
2017
Q2 | $416K | Hold |
18,610
| – | – | 0.28% | 68 |
|
|
2017
Q1 | $414K | Sell |
18,610
-2,150
| -10% | -$47.8K | 0.29% | 69 |
|
|
2016
Q4 | $448K | Sell |
20,760
-7,147
| -26% | -$154K | 0.33% | 59 |
|
|
2016
Q3 | $624K | Sell |
27,907
-850
| -3% | -$19K | 0.49% | 53 |
|
|
2016
Q2 | $615K | Sell |
28,757
-1,100
| -4% | -$23.5K | 0.48% | 52 |
|
|
2016
Q1 | $656K | Sell |
29,857
-403
| -1% | -$8.85K | 0.54% | 50 |
|
|
2015
Q4 | $695K | Sell |
30,260
-7,900
| -21% | -$181K | 0.6% | 46 |
|
|
2015
Q3 | $885K | Sell |
38,160
-500
| -1% | -$11.6K | 0.86% | 36 |
|
|
2015
Q2 | $960K | Sell |
38,660
-1,627
| -4% | -$40.4K | 0.9% | 37 |
|
|
2015
Q1 | $1.09M | Sell |
40,287
-300
| -0.7% | -$8.1K | 1.09% | 29 |
|
|
2014
Q4 | $1.03M | Sell |
40,587
-14,412
| -26% | -$365K | 0.91% | 29 |
|
|
2014
Q3 | $1.31M | Sell |
54,999
-164,141
| -75% | -$3.91M | 1.51% | 25 |
|
|
2014
Q2 | $2.73M | Buy |
219,140
+165,341
| +307% | +$2.06M | 3.52% | 6 |
|
|
2014
Q1 | $1.47M | Sell |
53,799
-75
| -0.1% | -$2.04K | 1.91% | 17 |
|
|
2013
Q4 | $1.35M | Buy |
+53,874
| New | +$1.35M | 1.89% | 19 |
|