AFA
CIK
American Financial Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.8K | Hold |
11,425
| – | – | ﹤0.01% | 160 |
|
2025
Q1 | $33.1K | Hold |
11,425
| – | – | ﹤0.01% | 146 |
|
2024
Q4 | $33K | Hold |
11,425
| – | – | ﹤0.01% | 149 |
|
2024
Q3 | $35.3K | Hold |
11,425
| – | – | ﹤0.01% | 145 |
|
2024
Q2 | $33.9K | Hold |
11,425
| – | – | ﹤0.01% | 144 |
|
2024
Q1 | $33.7K | Hold |
11,425
| – | – | ﹤0.01% | 150 |
|
2023
Q4 | $35.8K | Hold |
11,425
| – | – | 0.01% | 144 |
|
2023
Q3 | $29.6K | Hold |
11,425
| – | – | ﹤0.01% | 134 |
|
2023
Q2 | $33.6K | Hold |
11,425
| – | – | 0.01% | 135 |
|
2023
Q1 | $29.4K | Hold |
11,425
| – | – | ﹤0.01% | 128 |
|
2022
Q4 | $28.8K | Hold |
11,425
| – | – | ﹤0.01% | 124 |
|
2022
Q3 | $30K | Buy |
+11,425
| New | +$30K | 0.01% | 120 |
|
2022
Q2 | – | Sell |
-18,104
| Closed | -$55K | – | 86 |
|
2022
Q1 | $55K | Buy |
18,104
+2,282
| +14% | +$6.93K | 0.01% | 130 |
|
2021
Q4 | $54K | Buy |
15,822
+127
| +0.8% | +$433 | 0.01% | 135 |
|
2021
Q3 | $54K | Buy |
15,695
+4,407
| +39% | +$15.2K | 0.01% | 132 |
|
2021
Q2 | $40K | Buy |
11,288
+120
| +1% | +$425 | 0.01% | 134 |
|
2021
Q1 | $38K | Buy |
11,168
+125
| +1% | +$425 | 0.01% | 128 |
|
2020
Q4 | $35K | Buy |
11,043
+129
| +1% | +$409 | 0.01% | 122 |
|
2020
Q3 | $32K | Sell |
10,914
-908
| -8% | -$2.66K | 0.01% | 108 |
|
2020
Q2 | $32K | Buy |
11,822
+1,144
| +11% | +$3.1K | 0.01% | 107 |
|
2020
Q1 | $25K | Buy |
10,678
+184
| +2% | +$431 | ﹤0.01% | 96 |
|
2019
Q4 | $33K | Buy |
10,494
+113
| +1% | +$355 | 0.01% | 94 |
|
2019
Q3 | $33K | Buy |
10,381
+115
| +1% | +$366 | 0.01% | 91 |
|
2019
Q2 | $31K | Buy |
10,266
+112
| +1% | +$338 | 0.01% | 94 |
|
2019
Q1 | $31K | Buy |
10,154
+114
| +1% | +$348 | 0.01% | 98 |
|
2018
Q4 | $28K | Buy |
+10,040
| New | +$28K | 0.01% | 88 |
|