NW
CTO

Naviter Wealth’s CTO Realty Growth CTO Stock Holding History

Naviter Wealth’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,701
Closed -$203K – 236
2023
Q4 		$203K Sell
11,701
-1,000
-8% -$17.3K 0.04% 207
2023
Q3 		$206K Hold
12,701
– – 0.05% 193
2023
Q2 		$218K Hold
12,701
– – 0.06% 209
2023
Q1 		$219K Buy
+12,701
New +$219K 0.08% 173