WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13K | Hold |
597
| – | – | ﹤0.01% | 1072 |
|
|
2017
Q1 | $13K | Hold |
597
| – | – | ﹤0.01% | 1013 |
|
|
2016
Q4 | $13K | Buy |
+597
| New | +$13K | ﹤0.01% | 1048 |
|
|
2015
Q1 | – | Sell |
-5,803
| Closed | -$147K | – | 2115 |
|
|
2014
Q4 | $147K | Buy |
5,803
+9
| +0.2% | +$228 | 0.03% | 534 |
|
|
2014
Q3 | $138K | Buy |
5,794
+9
| +0.2% | +$214 | 0.03% | 550 |
|
|
2014
Q2 | $150K | Buy |
5,785
+287
| +5% | +$7.44K | 0.03% | 527 |
|
|
2014
Q1 | $150K | Sell |
5,498
-29,278
| -84% | -$799K | 0.03% | 504 |
|
|
2013
Q4 | $869K | Buy |
+34,776
| New | +$869K | 0.12% | 192 |
|