NW
CSR

Naviter Wealth’s Centerspace CSR Stock Holding History

Naviter Wealth’s Portfolio CSR Stock Details CSR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,611
Closed -$380K – 185
2022
Q2 		$380K Sell
4,611
-45
-1% -$3.71K 0.16% 145
2022
Q1 		$460K Sell
4,656
-160
-3% -$15.8K 0.15% 74
2021
Q4 		$538K Buy
+4,816
New +$538K 0.16% 77