Ropes Wealth Advisors’s Empire State Realty Series 60 OGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $142K | Hold |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $191K | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $195K | Hold |
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|
2020
Q3 | $134K | Hold |
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|
2020
Q2 | $145K | Hold |
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|
2020
Q1 | $181K | Hold |
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|
2019
Q4 | $298K | Hold |
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|
2019
Q3 | $304K | Hold |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $339K | Hold |
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|
2018
Q4 | $316K | Hold |
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|
2018
Q3 | $357K | Sell |
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|
2018
Q2 | $733K | Hold |
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|
2018
Q1 | $713K | Hold |
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|
2017
Q4 | $875K | Hold |
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|
2017
Q3 | $876K | Hold |
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|
2017
Q2 | $887K | Hold |
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|
2017
Q1 | $879K | Hold |
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|
2016
Q4 | $858K | Hold |
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|
2016
Q3 | $907K | Hold |
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|
2016
Q2 | $804K | Hold |
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|
2016
Q1 | $749K | Hold |
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|
2015
Q4 | $770K | Hold |
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|
2015
Q3 | $729K | Hold |
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|
2015
Q2 | $724K | Hold |
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|
2015
Q1 | $796K | Buy |
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