Nisa Investment Advisors’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Sell |
8,385
-1,275
| -13% | -$22K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $187K | Buy |
9,660
+313
| +3% | +$6.04K | ﹤0.01% | 1247 |
|
|
2024
Q4 | $184K | Hold |
9,347
| – | – | ﹤0.01% | 1316 |
|
|
2024
Q3 | $178K | Sell |
9,347
-1,466
| -14% | -$27.9K | ﹤0.01% | 1303 |
|
|
2024
Q2 | $189K | Hold |
10,813
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q1 | $183K | Buy |
10,813
+39
| +0.4% | +$661 | ﹤0.01% | 1324 |
|
|
2023
Q4 | $187K | Sell |
10,774
-705
| -6% | -$12.2K | ﹤0.01% | 1289 |
|
|
2023
Q3 | $186K | Sell |
11,479
-403
| -3% | -$6.53K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $204K | Hold |
11,882
| – | – | ﹤0.01% | 1330 |
|
|
2023
Q1 | $205K | Sell |
11,882
-2,476
| -17% | -$42.7K | ﹤0.01% | 1307 |
|
|
2022
Q4 | $262K | Buy |
14,358
+5,000
| +53% | +$91.2K | ﹤0.01% | 1290 |
|
|
2022
Q3 | $175K | Buy |
9,358
+2,581
| +38% | +$48.3K | ﹤0.01% | 1304 |
|
|
2022
Q2 | $138K | Buy |
6,777
+3,000
| +79% | +$61.1K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $83K | Hold |
3,777
| – | – | ﹤0.01% | 1685 |
|
|
2021
Q4 | $74K | Hold |
3,777
| – | – | ﹤0.01% | 1614 |
|
|
2021
Q3 | $68 | Hold |
3,777
| – | – | ﹤0.01% | 1851 |
|
|
2021
Q2 | $67 | Sell |
3,777
-15,501
| -80% | -$275 | ﹤0.01% | 1856 |
|
|
2021
Q1 | $334 | Sell |
19,278
-3,711
| -16% | -$64 | ﹤0.01% | 1301 |
|
|
2020
Q4 | $323K | Buy |
+22,989
| New | +$323K | ﹤0.01% | 1305 |
|