Credit Suisse AM Inc Fund shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Credit Suisse AM Inc Fund (CIK) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Credit Suisse AM Inc Fund
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Quarterly reported holdings in Credit Suisse AM Inc Fund by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $47k | 16k | 2.95 |
| 2023-12-31 | $50k | 16k | 3.13 |
| 2023-09-30 | $41k | 16k | 2.59 |
| 2023-06-30 | $45k | 15k | 2.94 |
| 2023-03-31 | $33k | 13k | 2.57 |
| 2022-12-31 | $32k | 13k | 2.49 |
| 2022-09-30 | $34k | 13k | 2.64 |
| 2022-06-30 | $35k | 13k | 2.72 |
| 2022-03-31 | $39k | 13k | 3.03 |
| 2021-12-31 | $34k | 10k | 3.40 |
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