United Capital 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
Q2 | – | Sell |
-12,588
| Closed | -$157K | – | 1264 |
|
|
2020
Q1 | $157K | Hold |
12,588
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q4 | $263K | Buy |
12,588
+189
| +2% | +$3.95K | ﹤0.01% | 1177 |
|
|
2019
Q3 | $262K | Sell |
12,399
-2,010
| -14% | -$42.5K | ﹤0.01% | 1105 |
|
|
2019
Q2 | $299K | Sell |
14,409
-2,655
| -16% | -$55.1K | ﹤0.01% | 1198 |
|
|
2019
Q1 | $384K | Sell |
17,064
-86
| -0.5% | -$1.94K | ﹤0.01% | 1043 |
|
|
2018
Q4 | $332K | Buy |
17,150
+677
| +4% | +$13.1K | ﹤0.01% | 1034 |
|
|
2018
Q3 | $389K | Sell |
16,473
-527
| -3% | -$12.4K | ﹤0.01% | 1024 |
|
|
2018
Q2 | $386K | Sell |
17,000
-1,236
| -7% | -$28.1K | ﹤0.01% | 1009 |
|
|
2018
Q1 | $373K | Sell |
18,236
-906
| -5% | -$18.5K | ﹤0.01% | 1028 |
|
|
2017
Q4 | $439K | Sell |
19,142
-5,933
| -24% | -$136K | ﹤0.01% | 998 |
|
|
2017
Q3 | $546K | Buy |
25,075
+5,651
| +29% | +$123K | ﹤0.01% | 929 |
|
|
2017
Q2 | $435K | Sell |
19,424
-1,485
| -7% | -$33.3K | ﹤0.01% | 965 |
|
|
2017
Q1 | $465K | Sell |
20,909
-2,569
| -11% | -$57.1K | ﹤0.01% | 927 |
|
|
2016
Q4 | $507K | Sell |
23,478
-15,619
| -40% | -$337K | ﹤0.01% | 933 |
|
|
2016
Q3 | $875K | Buy |
39,097
+2,674
| +7% | +$59.8K | 0.01% | 809 |
|
|
2016
Q2 | $765K | Buy |
36,423
+12,863
| +55% | +$270K | 0.01% | 811 |
|
|
2016
Q1 | $518K | Buy |
23,560
+6,274
| +36% | +$138K | 0.01% | 868 |
|
|
2015
Q4 | $406K | Sell |
17,286
-248
| -1% | -$5.83K | ﹤0.01% | 935 |
|
|
2015
Q3 | $407K | Buy |
+17,534
| New | +$407K | ﹤0.01% | 960 |
|
|
2014
Q1 | – | Sell |
-33,048
| Closed | -$826K | – | 948 |
|
|
2013
Q4 | $826K | Buy |
+33,048
| New | +$826K | 0.03% | 359 |
|