Kozak & Associates’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
Q4 | – | Sell |
-154
| Closed | -$1.38K | – | 400 |
|
|
2023
Q3 | $1.38K | Hold |
154
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $1.11K | Hold |
154
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $1.31K | Sell |
154
-1
| -0.6% | -$9 | ﹤0.01% | 317 |
|
|
2022
Q4 | $2K | Hold |
155
| – | – | ﹤0.01% | 308 |
|
|
2022
Q3 | $4K | Hold |
155
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $6K | Buy |
+155
| New | +$6K | ﹤0.01% | 278 |
|