Wealthspire Advisors (Maryland)’s CTO Realty Growth CTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,509	Closed	-$205K	–	500
2019 Q3	$205K	Buy	+11,509	New	+$198K	0.02%	436
2019 Q2	–	Sell	-11,509	Closed	-$184K	–	815
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%	466
2018 Q2	$192K	Hold	11,509	–	–	0.02%	476
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%	-$52	0.02%	445
2016 Q1	$144K	Hold	11,513	–	–	0.03%	431
2015 Q4	$165K	Buy	+11,513	New	+$166K	0.03%	409