Montag & Associates’s Empire State Realty Series 60 OGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $54.5K | Hold |
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|
2023
Q4 | $49.8K | Hold |
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|
2023
Q3 | $42.9K | Hold |
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|
2023
Q2 | $36.9K | Hold |
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|
2023
Q1 | $38K | Hold |
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|
2022
Q4 | $35.4K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $120K | Hold |
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|
2020
Q4 | $97K | Hold |
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|
2020
Q3 | $67K | Hold |
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|
2020
Q2 | $72K | Hold |
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|
2020
Q1 | $91K | Hold |
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|
2019
Q4 | $149K | Hold |
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|
2019
Q3 | $152K | Hold |
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|
2019
Q2 | $156K | Hold |
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|
2019
Q1 | $169K | Hold |
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|
2018
Q4 | $158K | Hold |
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|
2018
Q3 | $178K | Hold |
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|
2018
Q2 | $183K | Hold |
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|
2018
Q1 | $178K | Hold |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $222K | Hold |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $227K | Hold |
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|
2016
Q2 | $201K | Hold |
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|
2016
Q1 | $187K | Hold |
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|
2015
Q4 | $193K | Buy |
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