IFP Advisors’s City Office REIT CIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384 | Buy |
+60
| New | +$384 | ﹤0.01% | 4498 |
|
|
2023
Q1 | – | Sell |
-1,020
| Closed | -$12K | – | 3546 |
|
|
2022
Q4 | $12K | Buy |
+1,020
| New | +$12K | ﹤0.01% | 3251 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3525 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3248 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3168 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3088 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2964 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2848 |
|
|
2020
Q1 | – | Sell |
-3,050
| Closed | -$41K | – | 2853 |
|
|
2019
Q4 | $41K | Hold |
3,050
| – | – | ﹤0.01% | 1336 |
|
|
2019
Q3 | $44K | Buy |
+3,050
| New | +$44K | ﹤0.01% | 1421 |
|
|
2019
Q1 | – | Sell |
-3,050
| Closed | -$31K | – | 2511 |
|
|
2018
Q4 | $31K | Hold |
3,050
| – | – | ﹤0.01% | 1864 |
|
|
2018
Q3 | $38K | Hold |
3,050
| – | – | ﹤0.01% | 2028 |
|
|
2018
Q2 | $39K | Hold |
3,050
| – | – | ﹤0.01% | 2046 |
|
|
2018
Q1 | $40K | Hold |
3,050
| – | – | ﹤0.01% | 1943 |
|
|
2017
Q4 | $40K | Hold |
3,050
| – | – | ﹤0.01% | 1938 |
|
|
2017
Q3 | $42K | Hold |
3,050
| – | – | ﹤0.01% | 2075 |
|
|
2017
Q2 | $39K | Hold |
3,050
| – | – | ﹤0.01% | 2116 |
|
|
2017
Q1 | $37K | Buy |
+3,050
| New | +$37K | ﹤0.01% | 2084 |
|