Wealthspire Advisors (Maryland)’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,509
| Closed | -$205K | – | 499 |
|
|
2019
Q3 | $205K | Buy |
+11,509
| New | +$205K | 0.02% | 435 |
|
|
2019
Q2 | – | Sell |
-11,509
| Closed | -$184K | – | 814 |
|
|
2019
Q1 | $184K | Hold |
11,509
| – | – | 0.01% | 459 |
|
|
2018
Q4 | $164K | Hold |
11,509
| – | – | 0.01% | 449 |
|
|
2018
Q3 | $195K | Hold |
11,509
| – | – | 0.02% | 464 |
|
|
2018
Q2 | $192K | Hold |
11,509
| – | – | 0.02% | 475 |
|
|
2018
Q1 | $196K | Hold |
11,509
| – | – | 0.02% | 475 |
|
|
2017
Q4 | $198K | Hold |
11,509
| – | – | 0.02% | 493 |
|
|
2017
Q3 | $188K | Hold |
11,509
| – | – | 0.02% | 494 |
|
|
2017
Q2 | $178K | Hold |
11,509
| – | – | 0.02% | 493 |
|
|
2017
Q1 | $167K | Hold |
11,509
| – | – | 0.02% | 448 |
|
|
2016
Q4 | $167K | Hold |
11,509
| – | – | 0.03% | 419 |
|
|
2016
Q3 | $160K | Hold |
11,509
| – | – | 0.02% | 444 |
|
|
2016
Q2 | $148K | Sell |
11,509
-4
| -0% | -$51 | 0.02% | 445 |
|
|
2016
Q1 | $144K | Hold |
11,513
| – | – | 0.03% | 431 |
|
|
2015
Q4 | $165K | Buy |
+11,513
| New | +$165K | 0.03% | 409 |
|