BBPWM
CSP

Blue Bell Private Wealth Management’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Blue Bell Private Wealth Management’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
2014
Q2 		$769K Sell
2014
Q1 		$757K Hold
2013
Q4 		$699K Sell
2013
Q3 		$799K Buy
2013
Q2 		$759K Buy