FDx Advisors’s Centerspace CSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,931
| Closed | -$100K | – | 897 |
|
|
2018
Q1 | $100K | Buy |
1,931
+104
| +6% | +$5.39K | ﹤0.01% | 1150 |
|
|
2017
Q4 | $104K | Sell |
1,827
-133
| -7% | -$7.57K | ﹤0.01% | 1220 |
|
|
2017
Q3 | $120K | Buy |
1,960
+76
| +4% | +$4.65K | ﹤0.01% | 1228 |
|
|
2017
Q2 | $117K | Buy |
+1,884
| New | +$117K | ﹤0.01% | 1167 |
|
|
2017
Q1 | – | Sell |
-2,348
| Closed | -$167K | – | 1132 |
|
|
2016
Q4 | $167K | Buy |
+2,348
| New | +$167K | ﹤0.01% | 1093 |
|