Sigma Planning Corp’s Credit Suisse Asset Management Income Fund CIK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Hold |
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|
2025
Q1 | $91.2K | Hold |
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|
2024
Q4 | $90.8K | Buy |
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|
2024
Q3 | $96.7K | Buy |
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|
2024
Q2 | $92.9K | Buy |
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|
2024
Q1 | $65.4K | Sell |
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|
2023
Q4 | $149K | Sell |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $658K | Buy |
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|
2020
Q4 | $518K | Sell |
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|
2020
Q3 | $493K | Sell |
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|
2020
Q2 | $503K | Buy |
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|
2020
Q1 | $413K | Sell |
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|
2019
Q4 | $584K | Sell |
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|
2019
Q3 | $665K | Buy |
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|
2019
Q2 | $619K | Sell |
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|
2019
Q1 | $805K | Sell |
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|
2018
Q4 | $728K | Sell |
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|
2018
Q3 | $978K | Sell |
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|
2018
Q2 | $1.42M | Sell |
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|
2018
Q1 | $1.61M | Buy |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | $1.21M | Buy |
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|
2017
Q2 | $830K | Buy |
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|
2017
Q1 | $228K | Buy |
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