Steward Partners Investment Advisory’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,100
| Closed | -$79K | – | 3247 |
|
|
2022
Q2 | $79K | Sell |
6,100
-6,150
| -50% | -$79.6K | ﹤0.01% | 1592 |
|
|
2022
Q1 | $216K | Sell |
12,250
-900
| -7% | -$15.9K | ﹤0.01% | 1264 |
|
|
2021
Q4 | $259K | Sell |
13,150
-200
| -1% | -$3.94K | ﹤0.01% | 1203 |
|
|
2021
Q3 | $238K | Sell |
13,350
-2,700
| -17% | -$48.1K | ﹤0.01% | 1204 |
|
|
2021
Q2 | $200K | Buy |
+16,050
| New | +$200K | ﹤0.01% | 1547 |
|