Arkadios Wealth Advisors’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,018
| Closed | -$19K | – | 1886 |
|
|
2021
Q3 | $19K | Hold |
2,018
| – | – | ﹤0.01% | 1241 |
|
|
2021
Q2 | $21K | Buy |
2,018
+1,543
| +325% | +$16.1K | ﹤0.01% | 1275 |
|
|
2021
Q1 | $5K | Buy |
475
+73
| +18% | +$768 | ﹤0.01% | 1388 |
|
|
2020
Q4 | $5K | Buy |
+402
| New | +$5K | ﹤0.01% | 1137 |
|