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 |
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|
2025
Q4 | $8.72K | Sell |
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|
2025
Q3 | $8.84K | Buy |
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|
2025
Q2 | $6.19K | Buy |
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|
2025
Q1 | $1.74K | Buy |
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|
2024
Q4 | $1.66K | Hold |
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|
2024
Q3 | $1.75K | Hold |
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|
2024
Q2 | $1.81K | Hold |
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|
2024
Q1 | $1.4K | Hold |
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|
2023
Q4 | $1.83K | Sell |
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|
2023
Q3 | $4.76K | Buy |
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|
2023
Q2 | $2.91K | Buy |
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|
2023
Q1 | $2.13K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Buy |
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