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Octavia Wealth Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History

Octavia Wealth Advisors’s Portfolio GHI Stock Details GHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-30,876
Closed -$514K – 218
2024
Q1 		$514K Sell
30,876
-10,002
-24% -$167K 0.08% 113
2023
Q4 		$701K Buy
+40,878
New +$701K 0.12% 91