Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $181K | Hold |
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|
2025
Q2 | $191K | Hold |
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|
2025
Q1 | $214K | Hold |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q2 | $190K | Hold |
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|
2024
Q1 | $184K | Sell |
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|
2023
Q4 | $201K | Hold |
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|
2023
Q3 | $188K | Hold |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $256K | Buy |
|