Transform Wealth’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$149K Hold
2024
Q2
$109K Hold
2024
Q1
$122K Hold
2023
Q4
$132K Sell
2023
Q3
$108K Hold
2023
Q2
$94.1K Hold
2023
Q1
$84.2K Hold
2022
Q4
$81.4K Hold
2022
Q3
$79K Hold
2022
Q2
$88K Hold
2022
Q1
$123K Hold
2021
Q4
$105K Hold
2021
Q3
$128K Hold
2021
Q2
$142K Hold
2021
Q1
$151K Hold
2020
Q4
$125K Sell
2020
Q3
$131K Hold
2020
Q2
$148K Hold
2020
Q1
$189K Hold
2019
Q4
$302K Buy