Independent Advisor Alliance’s Centerspace CSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,838
| Closed | -$204K | – | 682 |
|
|
2021
Q4 | $204K | Buy |
+1,838
| New | +$204K | 0.01% | 626 |
|
|
2020
Q1 | – | Sell |
-3,676
| Closed | -$267K | – | 472 |
|
|
2019
Q4 | $267K | Hold |
3,676
| – | – | 0.01% | 718 |
|
|
2019
Q3 | $274K | Hold |
3,676
| – | – | 0.03% | 358 |
|
|
2019
Q2 | $216K | Hold |
3,676
| – | – | 0.03% | 363 |
|
|
2019
Q1 | $220K | Buy |
+3,676
| New | +$220K | 0.03% | 382 |
|
|
2018
Q4 | – | Sell |
-3,677
| Closed | -$217K | – | 408 |
|
|
2018
Q3 | $217K | Hold |
3,677
| – | – | 0.04% | 315 |
|
|
2018
Q2 | $203K | Buy |
+3,677
| New | +$203K | 0.04% | 314 |
|