Steward Partners Investment Advisory’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-410
| Closed | -$7.5K | – | 3330 |
|
|
2022
Q4 | $7.5K | Sell |
410
-26,680
| -98% | -$488K | ﹤0.01% | 2629 |
|
|
2022
Q3 | $508K | Buy |
27,090
+360
| +1% | +$6.75K | 0.01% | 850 |
|
|
2022
Q2 | $545K | Buy |
26,730
+2,298
| +9% | +$46.9K | 0.01% | 825 |
|
|
2022
Q1 | $540K | Buy |
24,432
+1,227
| +5% | +$27.1K | 0.01% | 902 |
|
|
2021
Q4 | $475K | Buy |
23,205
+5,616
| +32% | +$115K | 0.01% | 951 |
|
|
2021
Q3 | $315K | Buy |
17,589
+13,464
| +326% | +$241K | 0.01% | 1085 |
|
|
2021
Q2 | $74K | Buy |
+4,125
| New | +$74K | ﹤0.01% | 2662 |
|