True Wealth Design’s City Office REIT CIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91 | Hold |
17
| – | – | ﹤0.01% | 2262 |
|
|
2025
Q1 | $89 | Buy |
+17
| New | +$89 | ﹤0.01% | 2231 |
|
|
2024
Q4 | – | Sell |
-1,605
| Closed | -$9.37K | – | 1388 |
|
|
2024
Q3 | $9.37K | Buy |
1,605
+28
| +2% | +$164 | ﹤0.01% | 434 |
|
|
2024
Q2 | $7.85K | Buy |
1,577
+34
| +2% | +$169 | ﹤0.01% | 252 |
|
|
2024
Q1 | $8.04K | Buy |
1,543
+667
| +76% | +$3.48K | ﹤0.01% | 255 |
|
|
2023
Q4 | $5.35K | Sell |
876
-601
| -41% | -$3.67K | ﹤0.01% | 263 |
|
|
2023
Q3 | $6.28K | Buy |
1,477
+25
| +2% | +$106 | ﹤0.01% | 221 |
|
|
2023
Q2 | $8.09K | Buy |
1,452
+46
| +3% | +$256 | ﹤0.01% | 224 |
|
|
2023
Q1 | $9.7K | Buy |
1,406
+29
| +2% | +$200 | ﹤0.01% | 243 |
|
|
2022
Q4 | $11.5K | Buy |
+1,377
| New | +$11.5K | 0.01% | 209 |
|