IFP Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3,400
| Closed | -$11K | – | 3840 |
|
2018
Q1 | $11K | Hold |
3,400
| – | – | ﹤0.01% | 2717 |
|
2017
Q4 | $11K | Sell |
3,400
-2,800
| -45% | -$9.06K | ﹤0.01% | 2713 |
|
2017
Q3 | $21K | Hold |
6,200
| – | – | ﹤0.01% | 2525 |
|
2017
Q2 | $21K | Hold |
6,200
| – | – | ﹤0.01% | 2524 |
|
2017
Q1 | $20K | Hold |
6,200
| – | – | ﹤0.01% | 2476 |
|
2016
Q4 | $20K | Hold |
6,200
| – | – | ﹤0.01% | 2436 |
|
2016
Q3 | $19K | Hold |
6,200
| – | – | ﹤0.01% | 2410 |
|
2016
Q2 | $18K | Buy |
+6,200
| New | +$18K | ﹤0.01% | 2388 |
|
2016
Q1 | – | Sell |
-3,400
| Closed | -$9K | – | 2525 |
|
2015
Q4 | $9K | Buy |
+3,400
| New | +$9K | ﹤0.01% | 2608 |
|