Scholtz & Company’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-42,800
| Closed | -$521K | – | 41 |
|
|
2015
Q4 | $521K | Buy |
42,800
+6,300
| +17% | +$76.7K | 0.55% | 39 |
|
|
2015
Q3 | $415K | Sell |
36,500
-5,500
| -13% | -$62.5K | 0.44% | 45 |
|
|
2015
Q2 | $521K | Buy |
42,000
+6,100
| +17% | +$75.7K | 0.51% | 44 |
|
|
2015
Q1 | $457K | Buy |
+35,900
| New | +$457K | 0.44% | 47 |
|