Wealthstreet Investment Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-295,633
| Closed | -$48K | – | 363 |
|
|
2020
Q3 | $48K | Sell |
295,633
-54,924
| -16% | -$8.92K | 0.01% | 334 |
|
|
2020
Q2 | $96K | Sell |
350,557
-978,083
| -74% | -$268K | 0.01% | 320 |
|
|
2020
Q1 | $266K | Buy |
1,328,640
+442,972
| +50% | +$88.7K | 0.04% | 257 |
|
|
2019
Q4 | $930K | Buy |
885,668
+551,062
| +165% | +$579K | 0.11% | 158 |
|
|
2019
Q3 | $515K | Hold |
334,606
| – | – | 0.07% | 219 |
|
|
2019
Q2 | $348K | Buy |
334,606
+244,117
| +270% | +$254K | 0.05% | 264 |
|
|
2019
Q1 | $140K | Sell |
90,489
-247,774
| -73% | -$383K | 0.02% | 335 |
|
|
2018
Q4 | $809K | Sell |
338,263
-56,277
| -14% | -$135K | 0.11% | 156 |
|
|
2018
Q3 | $1.57M | Hold |
394,540
| – | – | 0.19% | 114 |
|
|
2018
Q2 | $2.2M | Sell |
394,540
-4,703
| -1% | -$26.2K | 0.29% | 85 |
|
|
2018
Q1 | $1.67M | Sell |
399,243
-33,150
| -8% | -$138K | 0.21% | 113 |
|
|
2017
Q4 | $2.45M | Buy |
+432,393
| New | +$2.45M | 0.3% | 88 |
|