LPL Financial’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
Q1 | – | Sell |
-3,265
| Closed | -$46.2K | – | 4518 |
|
2022
Q4 | $46.2K | Sell |
3,265
-1,133
| -26% | -$16K | ﹤0.01% | 4248 |
|
2022
Q3 | $114K | Buy |
4,398
+288
| +7% | +$7.47K | ﹤0.01% | 4048 |
|
2022
Q2 | $173K | Sell |
4,110
-150
| -4% | -$6.31K | ﹤0.01% | 3966 |
|
2022
Q1 | $450K | Buy |
4,260
+1,825
| +75% | +$193K | ﹤0.01% | 3270 |
|
2021
Q4 | $207K | Buy |
2,435
+769
| +46% | +$65.4K | ﹤0.01% | 3950 |
|
2021
Q3 | $108K | Buy |
+1,666
| New | +$108K | ﹤0.01% | 4095 |
|