EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,248
| Closed | -$8.72K | – | 4411 |
|
|
2025
Q4 | $8.72K | Sell |
1,248
-22
| -2% | -$152 | ﹤0.01% | 2868 |
|
|
2025
Q3 | $8.84K | Buy |
1,270
+111
| +10% | +$732 | ﹤0.01% | 2886 |
|
|
2025
Q2 | $6.19K | Buy |
1,159
+823
| +245% | +$4.13K | ﹤0.01% | 3064 |
|
|
2025
Q1 | $1.74K | Buy |
336
+36
| +12% | +$185 | ﹤0.01% | 2985 |
|
|
2024
Q4 | $1.66K | Hold |
300
| – | – | ﹤0.01% | 2787 |
|
|
2024
Q3 | $1.75K | Hold |
300
| – | – | ﹤0.01% | 2580 |
|
|
2024
Q2 | $1.81K | Hold |
300
| – | – | ﹤0.01% | 2579 |
|
|
2024
Q1 | $1.4K | Hold |
300
| – | – | ﹤0.01% | 2482 |
|
|
2023
Q4 | $1.83K | Sell |
300
-820
| -73% | -$3.82K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $4.76K | Buy |
1,120
+597
| +114% | +$3.07K | ﹤0.01% | 1725 |
|
|
2023
Q2 | $2.91K | Buy |
523
+214
| +69% | +$1.17K | ﹤0.01% | 1931 |
|
|
2023
Q1 | $2.13K | Buy |
+309
| New | +$2.61K | ﹤0.01% | 1922 |
|
|
2022
Q4 | – | Sell |
-82
| Closed | -$1K | – | 2327 |
|
|
2022
Q3 | $1K | Buy |
+82
| New | +$1.01K | ﹤0.01% | 1789 |
|