DWM
CIO

Dorchester Wealth Management’s City Office REIT CIO Stock Holding History

Dorchester Wealth Management’s Portfolio CIO Stock Details CIO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
2016
Q3 		$500K Sell
2016
Q2 		$513K Sell
2016
Q1 		$473K Sell
2015
Q4 		$521K Buy
2015
Q3 		$553K Buy
2015
Q2 		$547K Buy