EverSource Wealth Advisors’s City Office REIT CIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19K | Buy |
1,159
+823
| +245% | +$4.39K | ﹤0.01% | 3056 |
|
|
2025
Q1 | $1.74K | Buy |
336
+36
| +12% | +$187 | ﹤0.01% | 2983 |
|
|
2024
Q4 | $1.66K | Hold |
300
| – | – | ﹤0.01% | 2787 |
|
|
2024
Q3 | $1.75K | Hold |
300
| – | – | ﹤0.01% | 2580 |
|
|
2024
Q2 | $1.82K | Hold |
300
| – | – | ﹤0.01% | 2579 |
|
|
2024
Q1 | $1.4K | Hold |
300
| – | – | ﹤0.01% | 2482 |
|
|
2023
Q4 | $1.83K | Sell |
300
-820
| -73% | -$5.01K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $4.76K | Buy |
1,120
+597
| +114% | +$2.54K | ﹤0.01% | 1725 |
|
|
2023
Q2 | $2.91K | Buy |
523
+214
| +69% | +$1.19K | ﹤0.01% | 1930 |
|
|
2023
Q1 | $2.13K | Buy |
+309
| New | +$2.13K | ﹤0.01% | 1921 |
|
|
2022
Q4 | – | Sell |
-82
| Closed | -$1K | – | 2327 |
|
|
2022
Q3 | $1K | Buy |
+82
| New | +$1K | ﹤0.01% | 1789 |
|