CAS
NYC

Coppell Advisory Solutions’s American Strategic Investment Co NYC Stock Holding History

Coppell Advisory Solutions’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,436
Closed -$194K – 414
2025
Q1 		$194K Buy
17,436
+16,984
+3,758% +$171K 0.03% 318
2024
Q4 		$3.82K Hold
452
– – ﹤0.01% 1389
2024
Q3 		$3.82K Sell
452
-30
-6% -$272 ﹤0.01% 1314
2024
Q2 		$4.61K Buy
+482
New +$3.72K ﹤0.01% 1217
2023
Q4 		$3.84K Buy
+482
New +$4K ﹤0.01% 1166
2023
Q3 		– Sell
-30
Closed -$250 – 1440
2023
Q2 		$250 Buy
+30
New +$272 ﹤0.01% 1300

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