Shufro Rose & Co’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-18,420
| Closed | -$221K | – | 284 |
|
|
2020
Q3 | $221K | Buy |
+18,420
| New | +$221K | 0.02% | 231 |
|
|
2020
Q2 | – | Sell |
-18,420
| Closed | -$227K | – | 281 |
|
|
2020
Q1 | $227K | Hold |
18,420
| – | – | 0.03% | 228 |
|
|
2019
Q4 | $302K | Hold |
18,420
| – | – | 0.03% | 221 |
|
|
2019
Q3 | $328K | Sell |
18,420
-2,579
| -12% | -$45.9K | 0.03% | 209 |
|
|
2019
Q2 | $340K | Buy |
+20,999
| New | +$340K | 0.03% | 204 |
|
|
2014
Q3 | – | Sell |
-18,420
| Closed | -$229K | – | 267 |
|
|
2014
Q2 | $229K | Sell |
18,420
-3,684
| -17% | -$45.8K | 0.02% | 222 |
|
|
2014
Q1 | $241K | Sell |
22,104
-5,526
| -20% | -$60.3K | 0.03% | 216 |
|
|
2013
Q4 | $272K | Hold |
27,630
| – | – | 0.03% | 214 |
|
|
2013
Q3 | $288K | Sell |
27,630
-61,891
| -69% | -$645K | 0.03% | 192 |
|
|
2013
Q2 | $927K | Buy |
+89,521
| New | +$927K | 0.11% | 108 |
|