AWM
CS

Altium Wealth Management’s Credit Suisse Group CS Stock Holding History

Altium Wealth Management’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-13,605
Closed -$144K – 386
2021
Q1 		$144K Sell
13,605
-1,374
-9% -$14.5K 0.01% 367
2020
Q4 		$192K Sell
14,979
-16,312
-52% -$209K 0.02% 335
2020
Q3 		$312K Buy
+31,291
New +$312K 0.03% 257