Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,487
| Closed | -$122K | – | 2228 |
|
|
2020
Q4 | $122K | Buy |
+8,487
| New | +$122K | 0.03% | 396 |
|
|
2020
Q1 | – | Sell |
-9,897
| Closed | -$206K | – | 271 |
|
|
2019
Q4 | $206K | Sell |
9,897
-1,580
| -14% | -$32.9K | 0.1% | 211 |
|
|
2019
Q3 | $242K | Buy |
11,477
+99
| +0.9% | +$2.09K | 0.13% | 149 |
|
|
2019
Q2 | $236K | Buy |
11,378
+1,312
| +13% | +$27.2K | 0.14% | 142 |
|
|
2019
Q1 | $227K | Hold |
10,066
| – | – | 0.15% | 134 |
|
|
2018
Q4 | $195K | Sell |
10,066
-3
| -0% | -$58 | 0.12% | 134 |
|
|
2018
Q3 | $238K | Hold |
10,069
| – | – | 0.22% | 147 |
|
|
2018
Q2 | $229K | Hold |
10,069
| – | – | 0.22% | 150 |
|
|
2018
Q1 | $206K | Sell |
10,069
-176
| -2% | -$3.6K | 0.21% | 160 |
|
|
2017
Q4 | $235K | Buy |
+10,245
| New | +$235K | 0.48% | 48 |
|