IGWM
CSR
ICA Group Wealth Management’s Centerspace CSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $51.1K | Sell |
755
-152
| -17% | -$10.3K | 0.03% | 240 |
|
|
2024
Q1 | $51.8K | Sell |
907
-30
| -3% | -$1.71K | 0.01% | 551 |
|
|
2023
Q4 | $54.5K | Buy |
+937
| New | +$54.5K | 0.01% | 497 |
|
|
2023
Q3 | – | Sell |
-1,530
| Closed | -$93.9K | – | 426 |
|
|
2023
Q2 | $93.9K | Sell |
1,530
-72
| -4% | -$4.42K | 0.02% | 343 |
|
|
2023
Q1 | $87.5K | Sell |
1,602
-53
| -3% | -$2.9K | 0.02% | 359 |
|
|
2022
Q4 | $97.1K | Sell |
1,655
-5,873
| -78% | -$345K | 0.02% | 370 |
|
|
2022
Q3 | $507K | Hold |
7,528
| – | – | 0.11% | 190 |
|
|
2022
Q2 | $640K | Buy |
7,528
+7
| +0.1% | +$595 | 0.12% | 164 |
|
|
2022
Q1 | $627K | Buy |
+7,521
| New | +$627K | 0.12% | 170 |
|