IFP Advisors’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.6K | Buy |
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|
2025
Q3 | $456 | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $19 | Hold |
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|
2024
Q4 | $20 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4K | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $25K | Buy |
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