Patriot Financial Group Insurance Agency’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,050
| Closed | -$78K | – | 1488 |
|
|
2018
Q4 | $78K | Sell |
4,050
-4,317
| -52% | -$83.1K | 0.05% | 250 |
|
|
2018
Q3 | $198K | Buy |
8,367
+7,758
| +1,274% | +$184K | 0.12% | 121 |
|
|
2018
Q2 | $14K | Hold |
609
| – | – | 0.02% | 354 |
|
|
2018
Q1 | $12K | Hold |
609
| – | – | 0.01% | 574 |
|
|
2017
Q4 | $13K | Sell |
609
-2,029
| -77% | -$43.3K | 0.01% | 548 |
|
|
2017
Q3 | $56K | Hold |
2,638
| – | – | 0.05% | 241 |
|
|
2017
Q2 | $58K | Buy |
2,638
+2,029
| +333% | +$44.6K | 0.06% | 221 |
|
|
2017
Q1 | $14K | Hold |
609
| – | – | 0.01% | 437 |
|
|
2016
Q4 | $13K | Buy |
+609
| New | +$13K | 0.02% | 432 |
|