WA
BSP

Waverly Advisors’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Waverly Advisors’s Portfolio BSP Stock Details BSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,097
Closed -$10K – 810
2014
Q2 		$10K Hold
1,097
– – ﹤0.01% 457
2014
Q1 		$9K Hold
1,097
– – ﹤0.01% 457
2013
Q4 		$8K Hold
1,097
– – ﹤0.01% 605
2013
Q3 		$9K Buy
+1,097
New +$9K ﹤0.01% 456