Avantax Planning Partners’s Centerspace CSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,370
| Closed | -$233K | – | 349 |
|
|
2022
Q1 | $233K | Buy |
2,370
+6
| +0.3% | +$590 | 0.01% | 319 |
|
|
2021
Q4 | $262K | Sell |
2,364
-395
| -14% | -$43.8K | 0.01% | 295 |
|
|
2021
Q3 | $261K | Buy |
+2,759
| New | +$261K | 0.01% | 279 |
|
|
2019
Q4 | – | Sell |
-3,098
| Closed | -$231K | – | 308 |
|
|
2019
Q3 | $231K | Buy |
+3,098
| New | +$231K | 0.01% | 275 |
|
|
2019
Q2 | – | Sell |
-3,346
| Closed | -$200K | – | 299 |
|
|
2019
Q1 | $200K | Buy |
+3,346
| New | +$200K | 0.01% | 283 |
|
|
2018
Q4 | – | Sell |
-3,623
| Closed | -$217K | – | 470 |
|
|
2018
Q3 | $217K | Buy |
3,623
+1
| +0% | +$60 | 0.02% | 229 |
|
|
2018
Q2 | $200K | Buy |
3,622
+1,325
| +58% | +$73.2K | 0.02% | 230 |
|
|
2018
Q1 | $119K | Buy |
2,297
+1
| +0% | +$52 | 0.01% | 381 |
|
|
2017
Q4 | $130K | Sell |
2,296
-102
| -4% | -$5.78K | 0.01% | 302 |
|
|
2017
Q3 | $147K | Buy |
2,398
+333
| +16% | +$20.4K | 0.01% | 357 |
|
|
2017
Q2 | $128K | Buy |
+2,065
| New | +$128K | 0.01% | 331 |
|