MPS Loria Financial Planners’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,660
| Closed | -$202K | – | 84 |
|
|
2021
Q3 | $202K | Buy |
10,660
+115
| +1% | +$2.18K | 0.09% | 80 |
|
|
2021
Q2 | $183K | Sell |
10,545
-793
| -7% | -$13.8K | 0.08% | 83 |
|
|
2021
Q1 | $193K | Sell |
11,338
-71
| -0.6% | -$1.21K | 0.09% | 82 |
|
|
2020
Q4 | $158K | Hold |
11,409
| – | – | 0.07% | 89 |
|
|
2020
Q3 | $124K | Buy |
11,409
+202
| +2% | +$2.2K | 0.06% | 93 |
|
|
2020
Q2 | $147K | Buy |
11,207
+166
| +2% | +$2.18K | 0.08% | 80 |
|
|
2020
Q1 | $138K | Sell |
11,041
-470
| -4% | -$5.87K | 0.11% | 64 |
|
|
2019
Q4 | $240K | Sell |
11,511
-25
| -0.2% | -$521 | 0.14% | 66 |
|
|
2019
Q3 | $243K | Buy |
11,536
+107
| +0.9% | +$2.25K | 0.16% | 60 |
|
|
2019
Q2 | $237K | Buy |
11,429
+102
| +0.9% | +$2.12K | 0.15% | 59 |
|
|
2019
Q1 | $255K | Buy |
11,327
+217
| +2% | +$4.89K | 0.17% | 55 |
|
|
2018
Q4 | $214K | Sell |
11,110
-26
| -0.2% | -$501 | 0.15% | 65 |
|
|
2018
Q3 | $263K | Buy |
+11,136
| New | +$263K | 0.16% | 60 |
|
|
2018
Q2 | – | Sell |
-13,343
| Closed | -$273K | – | 72 |
|
|
2018
Q1 | $273K | Sell |
13,343
-14,300
| -52% | -$293K | 0.19% | 56 |
|
|
2017
Q4 | $634K | Sell |
27,643
-1,373
| -5% | -$31.5K | 0.43% | 27 |
|
|
2017
Q3 | $632K | Sell |
29,016
-1,514
| -5% | -$33K | 0.45% | 26 |
|
|
2017
Q2 | $648K | Buy |
+30,530
| New | +$648K | 0.43% | 25 |
|