Asset Dedication LLC’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
Q1
Sell
-711
Closed -$2K 1108
2022
Q4
$2K Buy
+711
New +$2K ﹤0.01% 903
2016
Q2
Sell
-7
Closed 475
2016
Q1
$0 Hold
7
﹤0.01% 675
2015
Q4
$0 Buy
+7
New ﹤0.01% 699