WA
CSP

Waverly Advisors’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Waverly Advisors’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,166
Closed -$9K – 808
2014
Q2 		$9K Hold
1,166
– – ﹤0.01% 482
2014
Q1 		$8K Hold
1,166
– – ﹤0.01% 482
2013
Q4 		$8K Hold
1,166
– – ﹤0.01% 604
2013
Q3 		$8K Buy
+1,166
New +$8K ﹤0.01% 462