CWS Financial Advisors’s SL Green Realty SLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,431
| Closed | -$450K | – | 160 |
|
|
2022
Q4 | $450K | Sell |
6,431
-3,011
| -32% | -$211K | 0.19% | 81 |
|
|
2022
Q3 | $379K | Sell |
9,442
-4
| -0% | -$161 | 0.18% | 91 |
|
|
2022
Q2 | $436K | Buy |
9,446
+2,615
| +38% | +$121K | 0.2% | 87 |
|
|
2022
Q1 | $555K | Buy |
6,831
+184
| +3% | +$14.9K | 0.21% | 78 |
|
|
2021
Q4 | $491K | Buy |
+6,647
| New | +$491K | 0.17% | 88 |
|
|
2021
Q2 | $514K | Hold |
6,431
| – | – | 0.2% | 76 |
|
|
2021
Q1 | $450K | Buy |
6,431
+817
| +15% | +$57.2K | 0.19% | 81 |
|
|
2020
Q4 | $344K | Sell |
5,614
-905
| -14% | -$55.5K | 0.2% | 89 |
|
|
2020
Q3 | $293K | Hold |
6,519
| – | – | 0.19% | 95 |
|
|
2020
Q2 | $311K | Buy |
6,519
+451
| +7% | +$21.5K | 0.22% | 93 |
|
|
2020
Q1 | $540K | Hold |
6,068
| – | – | 0.4% | 51 |
|
|
2019
Q4 | $540K | Buy |
+6,068
| New | +$540K | 0.39% | 52 |
|