Advisor Group’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
Q4 | $210K | Sell |
15,598
-1,311
| -8% | -$17.7K | ﹤0.01% | 2359 |
|
2019
Q3 | $207K | Sell |
16,909
-1,157
| -6% | -$14.2K | ﹤0.01% | 2304 |
|
2019
Q2 | $216K | Sell |
18,066
-2,120
| -11% | -$25.3K | ﹤0.01% | 2251 |
|
2019
Q1 | $236K | Sell |
20,186
-5,189
| -20% | -$60.7K | ﹤0.01% | 2145 |
|
2018
Q4 | $275K | Sell |
25,375
-3,886
| -13% | -$42.1K | ﹤0.01% | 1853 |
|
2018
Q3 | $437K | Buy |
29,261
+9,467
| +48% | +$141K | ﹤0.01% | 1568 |
|
2018
Q2 | $294K | Sell |
19,794
-4,370
| -18% | -$64.9K | ﹤0.01% | 1694 |
|
2018
Q1 | $406K | Buy |
24,164
+7,972
| +49% | +$134K | 0.01% | 1462 |
|
2017
Q4 | $288K | Buy |
16,192
+5,547
| +52% | +$98.7K | ﹤0.01% | 1719 |
|
2017
Q3 | $167K | Sell |
10,645
-3,792
| -26% | -$59.5K | ﹤0.01% | 1987 |
|
2017
Q2 | $210K | Buy |
14,437
+2,055
| +17% | +$29.9K | ﹤0.01% | 1757 |
|
2017
Q1 | $183K | Buy |
12,382
+4,322
| +54% | +$63.9K | ﹤0.01% | 1735 |
|
2016
Q4 | $115K | Buy |
8,060
+2,068
| +35% | +$29.5K | ﹤0.01% | 1975 |
|
2016
Q3 | $79K | Sell |
5,992
-31,715
| -84% | -$418K | ﹤0.01% | 2170 |
|
2016
Q2 | $401K | Buy |
+37,707
| New | +$401K | 0.01% | 1034 |
|