Private Wealth Management Group’s City Office REIT CIO Stock Holding History

Private Wealth Management Group’s Portfolio CIO Stock Details CIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$766	Hold
2025 Q2	$588	Hold
2025 Q1	$571	Hold
2024 Q4	$608	Hold
2024 Q3	$643	Hold
2024 Q2	$548	Hold
2024 Q1	$574	Hold
2023 Q4	$673	Buy