Clearstead Trust’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $14.9K | Hold |
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|
2023
Q2 | $24.1K | Hold |
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|
2023
Q1 | $24.1K | Hold |
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|
2022
Q4 | $29K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $44K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $358K | Hold |
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|
2020
Q2 | $480K | Hold |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $615K | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $971K | Hold |
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|
2019
Q1 | $916K | Buy |
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|
2018
Q4 | $807K | Hold |
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|
2018
Q3 | $994K | Buy |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $992K | Buy |
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|
2017
Q4 | $837K | Buy |
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