True Wealth Design’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $119 | Hold |
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|
2025
Q2 | $91 | Hold |
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|
2025
Q1 | $89 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $9.37K | Buy |
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|
2024
Q2 | $7.85K | Buy |
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|
2024
Q1 | $8.04K | Buy |
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|
2023
Q4 | $5.35K | Sell |
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|
2023
Q3 | $6.28K | Buy |
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|
2023
Q2 | $8.09K | Buy |
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|
2023
Q1 | $9.7K | Buy |
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|
2022
Q4 | $11.5K | Buy |
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