A detailed history of Xcel Wealth Management, LLC transactions in Credit Suisse Asset Management Income Fund Inc stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 15,755 shares of CIK stock, worth $46,477. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,755
Previous 15,875 0.76%
Holding current value
$46,477
Previous $47,000 2.13%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$2.9 - $3.12 $348 - $374
-120 Reduced 0.76%
15,755 $48,000
Q3 2023

Oct 17, 2023

BUY
$2.59 - $3.05 $1,295 - $1,525
500 Added 3.25%
15,875 $41,000
Q2 2023

Jul 26, 2023

BUY
$2.57 - $3.05 $6,425 - $7,625
2,500 Added 19.42%
15,375 $45,000
Q1 2022

Apr 29, 2022

BUY
$2.94 - $3.5 $8,452 - $10,062
2,875 Added 28.75%
12,875 $39,000
Q4 2021

Feb 03, 2022

BUY
$3.37 - $3.52 $33,700 - $35,200
10,000 New
10,000 $34,000

Others Institutions Holding CIK

About CREDIT SUISSE ASSET MANAGEMENT INCOME FUND INC


  • Ticker CIK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Credit Suisse Asset Management Income Fund, Inc. is a closed-ended fixed income mutual fund launched and managed by Credit Suisse Asset Management, LLC. The fund invests in the fixed income markets of the United States. It primarily invests in high yield corporate debt such as bonds and debentures that are rated Baa or lower by Moody's or BBB or...
More about CIK
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.