NewSquare Capital’s Cardiovascular Systems, Inc. CSII Stock Holding History

NewSquare Capital’s Portfolio CSII Stock Details CSII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15	Closed	-$298	–	957
2023 Q1	$298	Hold	15	–	–	﹤0.01%	762
2022 Q4	$204	Buy	+15	New	+$209	﹤0.01%	733

Other funds holding CSII

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

NewSquare Capital's CSII Position: Q2 2023 in Review

NewSquare Capital sold out of Cardiovascular Systems, Inc. (CSII) in Q2 2023, closing a stake of 15 shares — an estimated $298 sold.

NewSquare Capital first reported a position in CSII in Q4 2022 and held it in 2 quarters. The position peaked at $298 in Q1 2023. 2 funds tracked by Wall St. Rank hold CSII as of Q2 2023.

NewSquare Capital reported no remaining Cardiovascular Systems, Inc. position as of Q2 2023 after selling out during the quarter.
NewSquare Capital sold 15 Cardiovascular Systems, Inc. shares in Q2 2023, an estimated $298.
NewSquare Capital first reported a position in Cardiovascular Systems, Inc. in Q4 2022 and held it in 2 quarters.
NewSquare Capital's Cardiovascular Systems, Inc. position peaked at $298 in Q1 2023.
2 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q2 2023.

Based on NewSquare Capital's 13F filing for Q2 2023, filed 3 Aug 2023.