Atria Wealth Solutions’s Credit Suisse Asset Management Income Fund CIK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Sell |
11,900
-37,650
| -76% | -$111K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $144K | Buy |
49,550
+26,819
| +118% | +$77.8K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $65.7K | Buy |
22,731
+8,831
| +64% | +$25.5K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $43K | Hold |
13,900
| – | – | ﹤0.01% | 1876 |
|
|
2024
Q2 | $41.3K | Hold |
13,900
| – | – | ﹤0.01% | 1872 |
|
|
2024
Q1 | $41K | Hold |
13,900
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q4 | $43.5K | Hold |
13,900
| – | – | ﹤0.01% | 1874 |
|
|
2023
Q3 | $36K | Hold |
13,900
| – | – | ﹤0.01% | 1819 |
|
|
2023
Q2 | $40.9K | Sell |
13,900
-9,857
| -41% | -$29K | ﹤0.01% | 1816 |
|
|
2023
Q1 | $61.1K | Hold |
23,757
| – | – | ﹤0.01% | 1784 |
|
|
2022
Q4 | $59.9K | Hold |
23,757
| – | – | ﹤0.01% | 1722 |
|
|
2022
Q3 | $63K | Hold |
23,757
| – | – | ﹤0.01% | 1671 |
|
|
2022
Q2 | $65K | Hold |
23,757
| – | – | ﹤0.01% | 1535 |
|
|
2022
Q1 | $73K | Buy |
+23,757
| New | +$73K | ﹤0.01% | 1685 |
|