Steward Partners Investment Advisory’s Credit Suisse Asset Management Income Fund CIK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,500
| Closed | -$4.35K | – | 4144 |
|
|
2025
Q1 | $4.35K | Hold |
1,500
| – | – | ﹤0.01% | 3415 |
|
|
2024
Q4 | $4.34K | Buy |
1,500
+500
| +50% | +$1.45K | ﹤0.01% | 3408 |
|
|
2024
Q3 | $3.09K | Hold |
1,000
| – | – | ﹤0.01% | 3330 |
|
|
2024
Q2 | $2.97K | Hold |
1,000
| – | – | ﹤0.01% | 3192 |
|
|
2024
Q1 | $2.95K | Hold |
1,000
| – | – | ﹤0.01% | 3201 |
|
|
2023
Q4 | $3.13K | Hold |
1,000
| – | – | ﹤0.01% | 3112 |
|
|
2023
Q3 | $2.59K | Buy |
+1,000
| New | +$2.59K | ﹤0.01% | 3030 |
|