Xcel Wealth Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6K | Hold |
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|
2025
Q1 | $45.7K | Hold |
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|
2024
Q4 | $45.5K | Hold |
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|
2024
Q3 | $48.7K | Sell |
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|
2024
Q2 | $47.1K | Hold |
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|
2024
Q1 | $46.8K | Hold |
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|
2023
Q4 | $49.7K | Hold |
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|
2023
Q3 | $41.1K | Buy |
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|
2023
Q2 | $45.2K | Buy |
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|
2023
Q1 | $33.1K | Hold |
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|
2022
Q4 | $32.4K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $34K | Buy |
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