Pinnacle Wealth Planning Services’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Hold |
20,257
| – | – | 0.01% | 438 |
|
|
2025
Q1 | $105K | Hold |
20,257
| – | – | 0.02% | 382 |
|
|
2024
Q4 | $112K | Hold |
20,257
| – | – | 0.02% | 367 |
|
|
2024
Q3 | $118K | Hold |
20,257
| – | – | 0.02% | 495 |
|
|
2024
Q2 | $101K | Buy |
20,257
+280
| +1% | +$1.39K | 0.01% | 482 |
|
|
2024
Q1 | $104K | Hold |
19,977
| – | – | 0.02% | 484 |
|
|
2023
Q4 | $122K | Buy |
+19,977
| New | +$122K | 0.02% | 441 |
|
|
2023
Q3 | – | Sell |
-20,354
| Closed | -$113K | – | 456 |
|
|
2023
Q2 | $113K | Buy |
+20,354
| New | +$113K | 0.02% | 423 |
|
|
2021
Q1 | – | Sell |
-256
| Closed | -$3K | – | 651 |
|
|
2020
Q4 | $3K | Buy |
+256
| New | +$3K | ﹤0.01% | 1794 |
|