180 Wealth Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,548
| Closed | -$131K | – | 264 |
|
|
2019
Q1 | $131K | Sell |
10,548
-5,489
| -34% | -$68.2K | 0.06% | 246 |
|
|
2018
Q4 | $240K | Hold |
16,037
| – | – | 0.11% | 216 |
|
|
2018
Q3 | $240K | Sell |
16,037
-1,405
| -8% | -$21K | 0.11% | 216 |
|
|
2018
Q2 | $260K | Buy |
17,442
+4,033
| +30% | +$60.1K | 0.13% | 196 |
|
|
2018
Q1 | $225K | Sell |
13,409
-340
| -2% | -$5.71K | 0.12% | 210 |
|
|
2017
Q4 | $245K | Buy |
+13,749
| New | +$245K | 0.12% | 195 |
|