Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$17.3K | – | 646 |
|
|
2023
Q4 | $17.3K | Hold |
1,000
| – | – | 0.01% | 462 |
|
|
2023
Q3 | $16.2K | Hold |
1,000
| – | – | 0.01% | 493 |
|
|
2023
Q2 | $17.1K | Hold |
1,000
| – | – | 0.01% | 490 |
|
|
2023
Q1 | $17.3K | Hold |
1,000
| – | – | 0.01% | 494 |
|
|
2022
Q4 | $18.3K | Hold |
1,000
| – | – | 0.01% | 503 |
|
|
2022
Q3 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 499 |
|