Envestnet Asset Management’s CSP Inc CSPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-88,778
| Closed | -$1.64M | – | 4186 |
|
|
2024
Q1 | $1.64M | Sell |
88,778
-46
| -0.1% | -$849 | ﹤0.01% | 2700 |
|
|
2023
Q4 | $888K | Hold |
88,824
| – | – | ﹤0.01% | 3018 |
|
|
2023
Q3 | $777K | Buy |
88,824
+46
| +0.1% | +$403 | ﹤0.01% | 2990 |
|
|
2023
Q2 | $529K | Hold |
88,778
| – | – | ﹤0.01% | 3173 |
|
|
2023
Q1 | $602K | Buy |
88,778
+10,000
| +13% | +$67.9K | ﹤0.01% | 3027 |
|
|
2022
Q4 | $371K | Hold |
78,778
| – | – | ﹤0.01% | 3285 |
|
|
2022
Q3 | $283K | Buy |
+78,778
| New | +$283K | ﹤0.01% | 3384 |
|