MPS Loria Financial Planners’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,660
| Closed | -$202K | – | 84 |
|
|
2021
Q3 | $202K | Buy |
10,660
+115
| +1% | +$2K | 0.09% | 80 |
|
|
2021
Q2 | $183K | Sell |
10,545
-793
| -7% | -$14.3K | 0.08% | 83 |
|
|
2021
Q1 | $193K | Sell |
11,338
-71
| -0.6% | -$1.05K | 0.09% | 82 |
|
|
2020
Q4 | $158K | Hold |
11,409
| – | – | 0.07% | 89 |
|
|
2020
Q3 | $124K | Buy |
11,409
+202
| +2% | +$2.41K | 0.06% | 93 |
|
|
2020
Q2 | $147K | Buy |
11,207
+166
| +2% | +$2.19K | 0.08% | 80 |
|
|
2020
Q1 | $138K | Sell |
11,041
-470
| -4% | -$8.82K | 0.11% | 64 |
|
|
2019
Q4 | $240K | Sell |
11,511
-25
| -0.2% | -$513 | 0.14% | 66 |
|
|
2019
Q3 | $243K | Buy |
11,536
+107
| +0.9% | +$2.28K | 0.16% | 60 |
|
|
2019
Q2 | $237K | Buy |
11,429
+102
| +0.9% | +$2.26K | 0.15% | 59 |
|
|
2019
Q1 | $255K | Buy |
11,327
+217
| +2% | +$4.69K | 0.17% | 55 |
|
|
2018
Q4 | $214K | Sell |
11,110
-26
| -0.2% | -$557 | 0.15% | 65 |
|
|
2018
Q3 | $263K | Buy |
+11,136
| New | +$259K | 0.16% | 60 |
|
|
2018
Q2 | – | Sell |
-13,343
| Closed | -$273K | – | 72 |
|
|
2018
Q1 | $273K | Sell |
13,343
-14,300
| -52% | -$304K | 0.19% | 56 |
|
|
2017
Q4 | $634K | Sell |
27,643
-1,373
| -5% | -$30.5K | 0.43% | 27 |
|
|
2017
Q3 | $632K | Sell |
29,016
-1,514
| -5% | -$32.6K | 0.45% | 26 |
|
|
2017
Q2 | $648K | Buy |
+30,530
| New | +$679K | 0.43% | 25 |
|
Other funds holding CXP
MPS Loria Financial Planners's CXP Position: Q4 2021 in Review
MPS Loria Financial Planners sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2021, closing a stake of 10,660 shares — an estimated $202K sold.
MPS Loria Financial Planners first reported a position in CXP in Q2 2017 and held it in 17 quarters. The position peaked at $648K in Q2 2017. 1 fund tracked by Wall St. Rank holds CXP as of Q4 2021.
- MPS Loria Financial Planners reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2021 after selling out during the quarter.
- MPS Loria Financial Planners sold 10,660 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2021, an estimated $202K.
- MPS Loria Financial Planners first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q2 2017 and held it in 17 quarters.
- MPS Loria Financial Planners's COLUMBIA PROPERTY TRUST, INC. position peaked at $648K in Q2 2017.
- 1 fund tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2021.
Based on MPS Loria Financial Planners's 13F filing for Q4 2021, filed 7 Feb 2022.