YHB Investment Advisors’s Empire State Realty Series 60 OGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-21,474
| Closed | -$316K | – | 200 |
|
|
2018
Q4 | $316K | Hold |
21,474
| – | – | 0.06% | 148 |
|
|
2018
Q3 | $357K | Hold |
21,474
| – | – | 0.05% | 153 |
|
|
2018
Q2 | $366K | Hold |
21,474
| – | – | 0.06% | 146 |
|
|
2018
Q1 | $356K | Hold |
21,474
| – | – | 0.06% | 148 |
|
|
2017
Q4 | $438K | Hold |
21,474
| – | – | 0.07% | 136 |
|
|
2017
Q3 | $438K | Hold |
21,474
| – | – | 0.08% | 134 |
|
|
2017
Q2 | $443K | Hold |
21,474
| – | – | 0.08% | 134 |
|
|
2017
Q1 | $442K | Hold |
21,474
| – | – | 0.08% | 135 |
|
|
2016
Q4 | $429K | Hold |
21,474
| – | – | 0.09% | 128 |
|
|
2016
Q3 | $454K | Hold |
21,474
| – | – | 0.11% | 119 |
|
|
2016
Q2 | $402K | Hold |
21,474
| – | – | 0.09% | 126 |
|
|
2016
Q1 | $375K | Hold |
21,474
| – | – | 0.1% | 121 |
|
|
2015
Q4 | $385K | Hold |
21,474
| – | – | 0.09% | 126 |
|
|
2015
Q3 | $364K | Hold |
21,474
| – | – | 0.09% | 130 |
|
|
2015
Q2 | $362K | Hold |
21,474
| – | – | 0.08% | 135 |
|
|
2015
Q1 | $398K | Hold |
21,474
| – | – | 0.09% | 132 |
|
|
2014
Q4 | $380K | Buy |
21,474
+10,023
| +88% | +$177K | 0.09% | 129 |
|
|
2014
Q3 | $169K | Hold |
11,451
| – | – | 0.04% | 151 |
|
|
2014
Q2 | $180K | Buy |
+11,451
| New | +$180K | 0.04% | 150 |
|