Sterling Financial Group’s Empire State Realty Series 60 OGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,218
| Closed | -$150K | – | 66 |
|
|
2023
Q4 | $150K | Hold |
16,218
| – | – | 0.09% | 60 |
|
|
2023
Q3 | $130K | Sell |
16,218
-1,250
| -7% | -$10K | 0.08% | 59 |
|
|
2023
Q2 | $120K | Hold |
17,468
| – | – | 0.08% | 59 |
|
|
2023
Q1 | $115K | Hold |
17,468
| – | – | 0.09% | 51 |
|
|
2022
Q4 | $115K | Buy |
+17,468
| New | +$115K | 0.09% | 51 |
|