AWM
INB
AllSquare Wealth Management’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$18K | – | 473 |
|
|
2019
Q3 | $18K | Hold |
2,000
| – | – | 0.01% | 268 |
|
|
2019
Q2 | $18K | Hold |
2,000
| – | – | 0.01% | 274 |
|
|
2019
Q1 | $17K | Hold |
2,000
| – | – | 0.01% | 272 |
|
|
2018
Q4 | $15K | Hold |
2,000
| – | – | 0.01% | 270 |
|
|
2018
Q3 | $19K | Hold |
2,000
| – | – | 0.01% | 279 |
|
|
2018
Q2 | $19K | Hold |
2,000
| – | – | 0.01% | 282 |
|
|
2018
Q1 | $18K | Hold |
2,000
| – | – | 0.01% | 244 |
|
|
2017
Q4 | $20K | Hold |
2,000
| – | – | 0.02% | 234 |
|
|
2017
Q3 | $19K | Buy |
+2,000
| New | +$19K | 0.02% | 230 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$18K | – | 374 |
|
|
2017
Q1 | $18K | Hold |
2,000
| – | – | 0.02% | 223 |
|
|
2016
Q4 | $17K | Hold |
2,000
| – | – | 0.02% | 204 |
|
|
2016
Q3 | $18K | Hold |
2,000
| – | – | 0.02% | 182 |
|
|
2016
Q2 | $17K | Hold |
2,000
| – | – | 0.02% | 183 |
|
|
2016
Q1 | $18K | Hold |
2,000
| – | – | 0.02% | 177 |
|
|
2015
Q4 | $19K | Hold |
2,000
| – | – | 0.02% | 175 |
|
|
2015
Q3 | $19K | Hold |
2,000
| – | – | 0.02% | 175 |
|
|
2015
Q2 | $23K | Hold |
2,000
| – | – | 0.02% | 167 |
|
|
2015
Q1 | $24K | Hold |
2,000
| – | – | 0.02% | 161 |
|
|
2014
Q4 | $23K | Buy |
+2,000
| New | +$23K | 0.02% | 166 |
|