AE Wealth Management’s Cirrus Logic CRUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,273
| Closed | -$342K | – | 1318 |
|
2023
Q4 | $342K | Buy |
4,273
+378
| +10% | +$30.3K | ﹤0.01% | 1640 |
|
2023
Q3 | $288K | Buy |
3,895
+1,395
| +56% | +$103K | ﹤0.01% | 1627 |
|
2023
Q2 | $203K | Sell |
2,500
-141
| -5% | -$11.4K | ﹤0.01% | 1742 |
|
2023
Q1 | $289K | Buy |
+2,641
| New | +$289K | ﹤0.01% | 1569 |
|
2022
Q3 | – | Sell |
-9,842
| Closed | -$714K | – | 1765 |
|
2022
Q2 | $714K | Buy |
9,842
+7,199
| +272% | +$522K | 0.01% | 1012 |
|
2022
Q1 | $224K | Sell |
2,643
-5
| -0.2% | -$424 | ﹤0.01% | 1539 |
|
2021
Q4 | $244K | Sell |
2,648
-15,958
| -86% | -$1.47M | ﹤0.01% | 1525 |
|
2021
Q3 | $1.53M | Buy |
18,606
+15,950
| +601% | +$1.31M | 0.01% | 732 |
|
2021
Q2 | $226K | Sell |
2,656
-5
| -0.2% | -$425 | ﹤0.01% | 1453 |
|
2021
Q1 | $226K | Sell |
2,661
-1,673
| -39% | -$142K | ﹤0.01% | 1360 |
|
2020
Q4 | $356K | Buy |
+4,334
| New | +$356K | ﹤0.01% | 1071 |
|
2020
Q1 | – | Sell |
-3,288
| Closed | -$271K | – | 1125 |
|
2019
Q4 | $271K | Buy |
+3,288
| New | +$271K | 0.01% | 942 |
|