Wealthspire Advisors (New York)’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
11,089
| – | – | ﹤0.01% | 802 |
|
|
2025
Q1 | $214K | Hold |
11,089
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $219K | Sell |
11,089
-8
| -0.1% | -$158 | ﹤0.01% | 729 |
|
|
2024
Q3 | $211K | Buy |
11,097
+225
| +2% | +$4.28K | ﹤0.01% | 697 |
|
|
2024
Q2 | $190K | Hold |
10,872
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $184K | Sell |
10,872
-711
| -6% | -$12.1K | ﹤0.01% | 611 |
|
|
2023
Q4 | $201K | Hold |
11,583
| – | – | ﹤0.01% | 618 |
|
|
2023
Q3 | $188K | Hold |
11,583
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $199K | Hold |
11,583
| – | – | ﹤0.01% | 531 |
|
|
2023
Q1 | $200K | Sell |
11,583
-6
| -0.1% | -$104 | ﹤0.01% | 507 |
|
|
2022
Q4 | $212K | Buy |
11,589
+6
| +0.1% | +$110 | ﹤0.01% | 530 |
|
|
2022
Q3 | $217K | Hold |
11,583
| – | – | ﹤0.01% | 465 |
|
|
2022
Q2 | $236K | Hold |
11,583
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $256K | Buy |
+11,583
| New | +$256K | 0.01% | 376 |
|