WCM
BSP
Windsor Capital Management’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-26,099
| Closed | -$229K | – | 99 |
|
|
2014
Q2 | $229K | Sell |
26,099
-2,646
| -9% | -$23.2K | 0.13% | 85 |
|
|
2014
Q1 | $239K | Sell |
28,745
-5,671
| -16% | -$47.2K | 0.14% | 78 |
|
|
2013
Q4 | $265K | Sell |
34,416
-12,327
| -26% | -$94.9K | 0.16% | 74 |
|
|
2013
Q3 | $379K | Sell |
46,743
-33,359
| -42% | -$270K | 0.22% | 59 |
|
|
2013
Q2 | $658K | Buy |
+80,102
| New | +$658K | 0.39% | 47 |
|