Institutional & Family Asset Management, LLC Victory Portf Ii Shs Us Small Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 14, 2020	SELL	$27.38 - $47.54 $26,476 - $45,971	-967 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$42.31 - $47.46 $507 - $569	12 Added 1.26%	967 $45,000
Q3 2019 Nov 14, 2019	SELL	$43.67 - $45.56 $11,790 - $12,301	-270 Reduced 22.04%	955 $42,000
Q2 2019 Aug 14, 2019	SELL	N/A	-6,499 Reduced 84.14%	1,225 $54,000
Q1 2019 May 13, 2019	BUY	N/A	4,029 Added 109.04%	7,724 $339,000
Q4 2018 Feb 14, 2019	BUY	N/A	888 Added 31.64%	3,695 $148,000
Q3 2018 Nov 13, 2018	SELL	N/A	-312 Reduced 10.0%	2,807 $132,000
Q2 2018 Aug 13, 2018	BUY	N/A	1,080 Added 52.97%	3,119 $144,000
Q1 2018 May 14, 2018	BUY	N/A	2,039 New	2,039 $87,000

Others Institutions Holding CSB

# of Institutions

Shares Held

1.35M

Call Options Held

Put Options Held

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