Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,489
| Closed | -$60K | – | 2078 |
|
|
2021
Q1 | $60K | Buy |
+3,489
| New | +$60K | ﹤0.01% | 825 |
|
|
2020
Q2 | – | Sell |
-3,489
| Closed | -$44K | – | 1491 |
|
|
2020
Q1 | $44K | Sell |
3,489
-2,995
| -46% | -$37.8K | 0.01% | 537 |
|
|
2019
Q4 | $136K | Hold |
6,484
| – | – | 0.02% | 346 |
|
|
2019
Q3 | $137K | Sell |
6,484
-3,500
| -35% | -$74K | 0.02% | 330 |
|
|
2019
Q2 | $207K | Sell |
9,984
-43
| -0.4% | -$892 | 0.03% | 267 |
|
|
2019
Q1 | $226K | Sell |
10,027
-1,200
| -11% | -$27K | 0.04% | 223 |
|
|
2018
Q4 | $217K | Sell |
11,227
-700
| -6% | -$13.5K | 0.04% | 200 |
|
|
2018
Q3 | $282K | Sell |
11,927
-300
| -2% | -$7.09K | 0.05% | 177 |
|
|
2018
Q2 | $278K | Sell |
12,227
-200
| -2% | -$4.55K | 0.05% | 180 |
|
|
2018
Q1 | $254K | Sell |
12,427
-2,429
| -16% | -$49.6K | 0.06% | 175 |
|
|
2017
Q4 | $341K | Sell |
14,856
-1,757
| -11% | -$40.3K | 0.09% | 129 |
|
|
2017
Q3 | $362K | Buy |
+16,613
| New | +$362K | 0.11% | 105 |
|