Allworth Financial’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-579
| Closed | -$516 | – | 3427 |
|
|
2023
Q1 | $516 | Buy |
+579
| New | +$516 | ﹤0.01% | 2833 |
|
|
2022
Q4 | – | Sell |
-119
| Closed | – | – | 3250 |
|
|
2022
Q3 | $0 | Sell |
119
-607
| -84% | – | ﹤0.01% | 3218 |
|
|
2022
Q2 | $4K | Buy |
+726
| New | +$4K | ﹤0.01% | 1859 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | – | – | 1647 |
|
|
2020
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1460 |
|
|
2020
Q1 | – | Sell |
-339
| Closed | -$5K | – | 1351 |
|
|
2019
Q4 | $5K | Hold |
339
| – | – | ﹤0.01% | 781 |
|
|
2019
Q3 | $4K | Hold |
339
| – | – | ﹤0.01% | 739 |
|
|
2019
Q2 | $4K | Hold |
339
| – | – | ﹤0.01% | 728 |
|
|
2019
Q1 | $4K | Hold |
339
| – | – | ﹤0.01% | 741 |
|
|
2018
Q4 | $4K | Sell |
339
-1,500
| -82% | -$17.7K | ﹤0.01% | 665 |
|
|
2018
Q3 | $27K | Buy |
1,839
+339
| +23% | +$4.98K | ﹤0.01% | 381 |
|
|
2018
Q2 | $22K | Buy |
+1,500
| New | +$22K | ﹤0.01% | 398 |
|