Advisor Partners’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,382
| Closed | -$97K | – | 913 |
|
|
2022
Q1 | $97K | Sell |
12,382
-4,937
| -29% | -$38.7K | 0.01% | 871 |
|
|
2021
Q4 | $167K | Sell |
17,319
-381
| -2% | -$3.67K | 0.01% | 836 |
|
|
2021
Q3 | $175K | Sell |
17,700
-271
| -2% | -$2.68K | 0.01% | 779 |
|
|
2021
Q2 | $189K | Sell |
17,971
-375
| -2% | -$3.94K | 0.01% | 811 |
|
|
2021
Q1 | $194K | Sell |
18,346
-644
| -3% | -$6.81K | 0.01% | 778 |
|
|
2020
Q4 | $243K | Buy |
18,990
+2,276
| +14% | +$29.1K | 0.02% | 649 |
|
|
2020
Q3 | $167K | Buy |
16,714
+1,200
| +8% | +$12K | 0.01% | 638 |
|
|
2020
Q2 | $160K | Buy |
15,514
+3,632
| +31% | +$37.5K | 0.01% | 645 |
|
|
2020
Q1 | $96K | Sell |
11,882
-6,781
| -36% | -$54.8K | 0.01% | 592 |
|
|
2019
Q4 | $258K | Sell |
18,663
-1,034
| -5% | -$14.3K | 0.03% | 537 |
|
|
2019
Q3 | $241K | Buy |
19,697
+7,150
| +57% | +$87.5K | 0.03% | 556 |
|
|
2019
Q2 | $150K | Sell |
12,547
-580
| -4% | -$6.93K | 0.02% | 618 |
|
|
2019
Q1 | $153K | Sell |
13,127
-276
| -2% | -$3.22K | 0.02% | 608 |
|
|
2018
Q4 | $146K | Sell |
13,403
-522
| -4% | -$5.69K | 0.02% | 577 |
|
|
2018
Q3 | $208K | Buy |
13,925
+605
| +5% | +$9.04K | 0.03% | 584 |
|
|
2018
Q2 | $198K | Sell |
13,320
-118
| -0.9% | -$1.75K | 0.03% | 549 |
|
|
2018
Q1 | $226K | Buy |
13,438
+3,186
| +31% | +$53.6K | 0.04% | 486 |
|
|
2017
Q4 | $195K | Buy |
+10,252
| New | +$195K | 0.03% | 549 |
|