Transamerica Financial Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17
| Closed | -$1K | – | 203 |
|
|
2020
Q3 | $1K | Sell |
17
-7,630
| -100% | -$449K | 0.02% | 185 |
|
|
2020
Q2 | $101K | Buy |
+7,647
| New | +$101K | 0.02% | 189 |
|
|
2019
Q3 | – | Sell |
-5,686
| Closed | -$118K | – | 569 |
|
|
2019
Q2 | $118K | Buy |
+5,686
| New | +$118K | 0.03% | 215 |
|
|
2016
Q2 | – | Sell |
-1,062
| Closed | -$24K | – | 732 |
|
|
2016
Q1 | $24K | Sell |
1,062
-1,672
| -61% | -$37.8K | ﹤0.01% | 465 |
|
|
2015
Q4 | $65K | Hold |
2,734
| – | – | ﹤0.01% | 372 |
|
|
2015
Q3 | $64K | Sell |
2,734
-1,384
| -34% | -$32.4K | 0.01% | 356 |
|
|
2015
Q2 | $102K | Sell |
4,118
-369
| -8% | -$9.14K | 0.01% | 380 |
|
|
2015
Q1 | $122K | Sell |
4,487
-2,287
| -34% | -$62.2K | 0.01% | 360 |
|
|
2014
Q4 | $172K | Buy |
6,774
+893
| +15% | +$22.7K | 0.01% | 281 |
|
|
2014
Q3 | $141K | Sell |
5,881
-20,045
| -77% | -$481K | 0.01% | 277 |
|
|
2014
Q2 | $672K | Buy |
25,926
+22,536
| +665% | +$584K | 0.06% | 149 |
|
|
2014
Q1 | $93K | Sell |
3,390
-546
| -14% | -$15K | 0.01% | 304 |
|
|
2013
Q4 | $99K | Buy |
+3,936
| New | +$99K | 0.01% | 277 |
|