Personal Wealth Partners’s Centerspace CSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16
| Closed | -$1K | – | 147 |
|
|
2021
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 406 |
|
|
2020
Q1 | – | Sell |
-90
| Closed | -$7K | – | 176 |
|
|
2019
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 253 |
|
|
2019
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 257 |
|
|
2019
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 242 |
|