Private Wealth Management Group’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 |
-110
| Closed | -$769 | – | 1456 |
|
|
2025
Q4 | $769 | Hold |
110
| – | – | ﹤0.01% | 1317 |
|
|
2025
Q3 | $766 | Hold |
110
| – | – | ﹤0.01% | 1341 |
|
|
2025
Q2 | $588 | Hold |
110
| – | – | ﹤0.01% | 1394 |
|
|
2025
Q1 | $571 | Hold |
110
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q4 | $608 | Hold |
110
| – | – | ﹤0.01% | 1410 |
|
|
2024
Q3 | $643 | Hold |
110
| – | – | ﹤0.01% | 1384 |
|
|
2024
Q2 | $548 | Hold |
110
| – | – | ﹤0.01% | 1425 |
|
|
2024
Q1 | $574 | Hold |
110
| – | – | ﹤0.01% | 1413 |
|
|
2023
Q4 | $673 | Buy |
+110
| New | +$513 | ﹤0.01% | 1392 |
|