Concert Wealth Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-12,129
Closed -$38K 198
2017
Q1
$38K Hold
12,129
0.01% 487
2016
Q4
$38K Hold
12,129
0.01% 489
2016
Q3
$38K Sell
12,129
-700
-5% -$2.14K ﹤0.01% 844
2016
Q2
$38K Hold
12,829
0.01% 669
2016
Q1
$37K Hold
12,829
0.01% 665
2015
Q4
$37K Sell
12,829
-2,000
-13% -$5.69K ﹤0.01% 670
2015
Q3
$43K Hold
14,829
0.01% 690
2015
Q2
$46K Sell
14,829
-1,500
-9% -$4.83K 0.01% 684
2015
Q1
$0 Hold
16,329
﹤0.01% 508
2014
Q4
$51K Hold
16,329
0.01% 618
2014
Q3
$53K Hold
16,329
0.01% 537
2014
Q2
$53K Hold
16,329
0.01% 559
2014
Q1
$62K Hold
16,329
0.01% 551
2013
Q4
$61K Buy
+16,329
New +$59K 0.01% 526

Other funds holding CIK