AWS
CSG
Aris Wealth Services’s CHAMBERS STR PPTYS COM CSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $899K | Sell |
138,460
-22,263
| -14% | -$145K | 1.89% | 15 |
|
|
2015
Q2 | $1.28M | Sell |
160,723
-17,107
| -10% | -$136K | 1.17% | 14 |
|
|
2015
Q1 | $1.4M | Sell |
177,830
-1,000
| -0.6% | -$7.88K | 1.31% | 13 |
|
|
2014
Q4 | $1.44M | Sell |
178,830
-67,889
| -28% | -$547K | 1.6% | 11 |
|
|
2014
Q3 | $1.86M | Sell |
246,719
-14,435
| -6% | -$109K | 2.31% | 8 |
|
|
2014
Q2 | $2.1M | Sell |
261,154
-112,842
| -30% | -$907K | 2.74% | 7 |
|
|
2014
Q1 | $2.91M | Hold |
373,996
| – | – | 4.26% | 6 |
|
|
2013
Q4 | $2.86M | Buy |
373,996
+49,137
| +15% | +$376K | 4.81% | 5 |
|
|
2013
Q3 | $2.85M | Buy |
324,859
+118,585
| +57% | +$1.04M | 5.22% | 4 |
|
|
2013
Q2 | $2.06M | Buy |
+206,274
| New | +$2.06M | 4.41% | 6 |
|