Global Wealth Management Investment Advisory’s American Strategic Investment Co NYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37
| Closed | -$295 | – | 336 |
|
|
2023
Q4 | $295 | Sell |
37
-117
| -76% | -$933 | ﹤0.01% | 453 |
|
|
2023
Q3 | $1.4K | Hold |
154
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $1.22K | Buy |
+154
| New | +$1.22K | ﹤0.01% | 415 |
|
|
2022
Q3 | – | Sell |
-284
| Closed | -$12K | – | 361 |
|
|
2022
Q2 | $12K | Buy |
284
+129
| +83% | +$5.45K | ﹤0.01% | 272 |
|
|
2022
Q1 | $16K | Hold |
155
| – | – | ﹤0.01% | 276 |
|
|
2021
Q4 | $13K | Hold |
155
| – | – | ﹤0.01% | 290 |
|
|
2021
Q3 | $10K | Buy |
155
+117
| +308% | +$7.55K | ﹤0.01% | 317 |
|
|
2021
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 399 |
|
|
2020
Q3 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 346 |
|