WCM
CSP
Windsor Capital Management’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-100,584
| Closed | -$736K | – | 96 |
|
|
2014
Q2 | $736K | Sell |
100,584
-5,947
| -6% | -$43.5K | 0.41% | 46 |
|
|
2014
Q1 | $757K | Sell |
106,531
-8,885
| -8% | -$63.1K | 0.45% | 45 |
|
|
2013
Q4 | $757K | Sell |
115,416
-5,616
| -5% | -$36.8K | 0.44% | 45 |
|
|
2013
Q3 | $838K | Sell |
121,032
-39,778
| -25% | -$275K | 0.49% | 39 |
|
|
2013
Q2 | $1.13M | Buy |
+160,810
| New | +$1.13M | 0.68% | 31 |
|