Allworth Financial’s American Strategic Investment Co NYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-93
| Closed | -$736 | – | 3512 |
|
|
2023
Q2 | $736 | Hold |
93
| – | – | ﹤0.01% | 2814 |
|
|
2023
Q1 | $793 | Sell |
93
-1
| -1% | -$9 | ﹤0.01% | 2753 |
|
|
2022
Q4 | $1.32K | Hold |
94
| – | – | ﹤0.01% | 2380 |
|
|
2022
Q3 | $2K | Hold |
94
| – | – | ﹤0.01% | 2191 |
|
|
2022
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 1829 |
|
|
2022
Q1 | $10K | Hold |
94
| – | – | ﹤0.01% | 1488 |
|
|
2021
Q4 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 1470 |
|