IWC
Integrated Wealth Counsel’s Camden Property Trust CPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-318
| Closed | -$24K | – | 84 |
|
|
2015
Q4 | $24K | Hold |
318
| – | – | 0.04% | 54 |
|
|
2015
Q3 | $24K | Hold |
318
| – | – | 0.04% | 62 |
|
|
2015
Q2 | $24K | Hold |
318
| – | – | 0.03% | 62 |
|
|
2015
Q1 | $25K | Buy |
+318
| New | +$25K | 0.03% | 71 |
|
|
2014
Q3 | – | Sell |
-635
| Closed | -$45K | – | 81 |
|
|
2014
Q2 | $45K | Sell |
635
-21,505
| -97% | -$1.52M | 0.04% | 76 |
|
|
2014
Q1 | $1.49M | Sell |
22,140
-2,075
| -9% | -$140K | 1.18% | 22 |
|
|
2013
Q4 | $1.38M | Sell |
24,215
-2,620
| -10% | -$149K | 1.01% | 26 |
|
|
2013
Q3 | $1.65M | Sell |
26,835
-1,265
| -5% | -$77.7K | 1.2% | 23 |
|
|
2013
Q2 | $1.94M | Buy |
+28,100
| New | +$1.94M | 1.4% | 21 |
|