Northwest Wealth Management’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,500
| Closed | -$28K | – | 167 |
|
|
2019
Q1 | $28K | Hold |
2,500
| – | – | 0.02% | 268 |
|
|
2018
Q4 | $26K | Hold |
2,500
| – | – | 0.02% | 257 |
|
|
2018
Q3 | $32K | Hold |
2,500
| – | – | 0.02% | 251 |
|
|
2018
Q2 | $32K | Hold |
2,500
| – | – | 0.02% | 256 |
|
|
2018
Q1 | $29K | Buy |
+2,500
| New | +$29K | 0.02% | 273 |
|