Orin Green Financial’s Empire State Realty Series 60 OGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.2K | Hold |
10,737
| – | – | 0.04% | 77 |
|
|
2025
Q1 | $73.2K | Buy |
+10,737
| New | +$73.2K | 0.03% | 74 |
|
|
2024
Q4 | – | Sell |
-10,737
| Closed | -$118K | – | 76 |
|
|
2024
Q3 | $118K | Hold |
10,737
| – | – | 0.05% | 79 |
|
|
2024
Q2 | $94.2K | Buy |
+10,737
| New | +$94.2K | 0.04% | 73 |
|
|
2024
Q1 | – | Sell |
-10,737
| Closed | -$99.5K | – | 75 |
|
|
2023
Q4 | $99.5K | Hold |
10,737
| – | – | 0.05% | 76 |
|
|
2023
Q3 | $85.9K | Hold |
10,737
| – | – | 0.05% | 70 |
|
|
2023
Q2 | $73.9K | Hold |
10,737
| – | – | 0.04% | 71 |
|
|
2023
Q1 | $76.1K | Hold |
10,737
| – | – | 0.04% | 67 |
|
|
2022
Q4 | $70.9K | Hold |
10,737
| – | – | 0.04% | 66 |
|
|
2022
Q3 | $65K | Hold |
10,737
| – | – | 0.04% | 62 |
|
|
2022
Q2 | $78K | Hold |
10,737
| – | – | 0.05% | 64 |
|
|
2022
Q1 | $102K | Buy |
+10,737
| New | +$102K | 0.07% | 66 |
|
|
2021
Q4 | – | Sell |
-10,737
| Closed | -$109K | – | 66 |
|
|
2021
Q3 | $109K | Hold |
10,737
| – | – | 0.08% | 67 |
|
|
2021
Q2 | $112K | Hold |
10,737
| – | – | 0.08% | 65 |
|
|
2021
Q1 | $120K | Hold |
10,737
| – | – | 0.1% | 63 |
|
|
2020
Q4 | $97K | Buy |
+10,737
| New | +$97K | 0.08% | 63 |
|