IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-283
| Closed | -$4.43K | – | 3537 |
|
|
2023
Q1 | $4.43K | Sell |
283
-1,575
| -85% | -$24.7K | ﹤0.01% | 2617 |
|
|
2022
Q4 | $263K | Sell |
1,858
-313
| -14% | -$44.3K | 0.01% | 1204 |
|
|
2022
Q3 | $307K | Sell |
2,171
-48
| -2% | -$6.79K | 0.01% | 1185 |
|
|
2022
Q2 | $313K | Hold |
2,219
| – | – | 0.01% | 1050 |
|
|
2022
Q1 | $313K | Buy |
2,219
+1,894
| +583% | +$267K | 0.01% | 1050 |
|
|
2021
Q4 | $28K | Buy |
+325
| New | +$28K | ﹤0.01% | 1768 |
|