WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$7K | – | 1787 |
|
|
2014
Q4 | $7K | Hold |
2,000
| – | – | ﹤0.01% | 1547 |
|
|
2014
Q3 | $7K | Sell |
2,000
-10,000
| -83% | -$35K | ﹤0.01% | 1561 |
|
|
2014
Q2 | $44K | Sell |
12,000
-3,373
| -22% | -$12.4K | 0.01% | 954 |
|
|
2014
Q1 | $55K | Hold |
15,373
| – | – | 0.01% | 876 |
|
|
2013
Q4 | $55K | Buy |
15,373
+14,500
| +1,661% | +$51.9K | 0.01% | 962 |
|
|
2013
Q3 | $3K | Sell |
873
-86,883
| -99% | -$299K | ﹤0.01% | 1829 |
|
|
2013
Q2 | $334K | Buy |
+87,756
| New | +$334K | 0.06% | 343 |
|