Transform Wealth’s Empire State Realty Series 60 OGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $208K | Hold |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $401K | Hold |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $429K | Hold |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $320K | Hold |
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|
2020
Q1 | $401K | Hold |
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|
2019
Q4 | $657K | Buy |
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