IFP Advisors’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$19 | – | 4195 |
|
|
2025
Q1 | $19 | Hold |
1
| – | – | ﹤0.01% | 4169 |
|
|
2024
Q4 | $20 | Buy |
+1
| New | +$20 | ﹤0.01% | 4453 |
|
|
2023
Q1 | – | Sell |
-99
| Closed | -$4K | – | 3580 |
|
|
2022
Q4 | $4K | Sell |
99
-115
| -54% | -$4.65K | ﹤0.01% | 3872 |
|
|
2022
Q3 | $9K | Sell |
214
-230
| -52% | -$9.67K | ﹤0.01% | 3702 |
|
|
2022
Q2 | $6K | Hold |
444
| – | – | ﹤0.01% | 3672 |
|
|
2022
Q1 | $6K | Buy |
+444
| New | +$6K | ﹤0.01% | 3672 |
|
|
2019
Q4 | – | Sell |
-96
| Closed | -$2K | – | 2969 |
|
|
2019
Q3 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 2656 |
|
|
2017
Q4 | – | Sell |
-1,588
| Closed | -$26K | – | 3800 |
|
|
2017
Q3 | $26K | Hold |
1,588
| – | – | ﹤0.01% | 2403 |
|
|
2017
Q2 | $25K | Buy |
+1,588
| New | +$25K | ﹤0.01% | 2416 |
|