Tradition Wealth Management’s Cardiovascular Systems, Inc. CSII Stock Holding History

Tradition Wealth Management’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	-211	Closed	-$4K	–	1415
2023 Q1	$4K	Hold	211	–	–	﹤0.01%	1231
2022 Q4	$3K	Sell	211 -290	-58%	-$4.04K	﹤0.01%	1144
2022 Q3	$7K	Sell	501 -1,740	-78%	-$25.8K	﹤0.01%	1015
2022 Q2	$32K	Hold	2,241	–	–	﹤0.01%	558
2022 Q1	$51K	Hold	2,241	–	–	0.01%	516
2021 Q4	$42K	Hold	2,241	–	–	0.01%	576
2021 Q3	$74K	Hold	2,241	–	–	0.01%	421
2021 Q2	$96K	Hold	2,241	–	–	0.01%	401
2021 Q1	$86K	Hold	2,241	–	–	0.01%	344
2020 Q4	$98K	Buy	+2,241	New	+$84.3K	0.02%	310

Other funds holding CSII

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

HNB

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

Tradition Wealth Management's CSII Position: Q2 2023 in Review

Tradition Wealth Management sold out of Cardiovascular Systems, Inc. (CSII) in Q2 2023, closing a stake of 211 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in CSII in Q4 2020 and held it in 10 quarters. The position peaked at $98K in Q4 2020. 2 funds tracked by Wall St. Rank hold CSII as of Q2 2023.

Tradition Wealth Management reported no remaining Cardiovascular Systems, Inc. position as of Q2 2023 after selling out during the quarter.
Tradition Wealth Management sold 211 Cardiovascular Systems, Inc. shares in Q2 2023, an estimated $4K.
Tradition Wealth Management first reported a position in Cardiovascular Systems, Inc. in Q4 2020 and held it in 10 quarters.
Tradition Wealth Management's Cardiovascular Systems, Inc. position peaked at $98K in Q4 2020.
2 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.