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Ellevest Inc’s Consumer Portfolio Services CPSS Stock Holding History

Ellevest Inc’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-436
Closed -$4.66K – 628
2023
Q1 		$4.66K Buy
436
+55
+14% +$559 ﹤0.01% 1220
2022
Q4 		$3.37K Buy
+381
New +$2.73K ﹤0.01% 1277

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Ellevest Inc's CPSS Position: Q2 2023 in Review

Ellevest Inc sold out of Consumer Portfolio Services (CPSS) in Q2 2023, closing a stake of 436 shares — an estimated $4.66K sold.

Ellevest Inc first reported a position in CPSS in Q4 2022 and held it in 2 quarters. The position peaked at $4.66K in Q1 2023. 50 funds tracked by Wall St. Rank hold CPSS as of Q2 2023.

  • Ellevest Inc reported no remaining Consumer Portfolio Services position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 436 Consumer Portfolio Services shares in Q2 2023, an estimated $4.66K.
  • Ellevest Inc first reported a position in Consumer Portfolio Services in Q4 2022 and held it in 2 quarters.
  • Ellevest Inc's Consumer Portfolio Services position peaked at $4.66K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.