NW
CIO

Naviter Wealth’s City Office REIT CIO Stock Holding History

Naviter Wealth’s Portfolio CIO Stock Details CIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19,522
Closed -$253K – 184
2022
Q2 		$253K Sell
19,522
-216
-1% -$2.8K 0.1% 167
2022
Q1 		$349K Buy
+19,738
New +$349K 0.12% 79