Pinnacle Wealth Planning Services’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $142K | Hold |
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|
2025
Q3 | $141K | Hold |
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|
2025
Q2 | $108K | Hold |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $112K | Hold |
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|
2024
Q3 | $118K | Hold |
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|
2024
Q2 | $101K | Buy |
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|
2024
Q1 | $104K | Hold |
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|
2023
Q4 | $122K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $113K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Buy |
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