AE Wealth Management’s American Strategic Investment Co NYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $80.1K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $104K | Buy |
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|
2022
Q4 | $152K | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $827K | Buy |
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|
2021
Q2 | $992K | Buy |
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|
2021
Q1 | $631K | Buy |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | $347K | Buy |
|