Atlas Capital Advisors’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 |
-241
| Closed | -$1.89K | – | 1036 |
|
|
2022
Q1 | $1.89K | Hold |
241
| – | – | ﹤0.01% | 846 |
|
|
2021
Q4 | $2.32K | Hold |
241
| – | – | ﹤0.01% | 838 |
|
|
2021
Q3 | $2.38K | Hold |
241
| – | – | ﹤0.01% | 849 |
|
|
2021
Q2 | $2.53K | Sell |
241
-9,443
| -98% | -$99.1K | ﹤0.01% | 865 |
|
|
2021
Q1 | $103K | Hold |
9,684
| – | – | 0.02% | 418 |
|
|
2020
Q4 | $124K | Buy |
+9,684
| New | +$124K | 0.03% | 367 |
|
|
2020
Q3 | – | Sell |
-9,684
| Closed | -$99.8K | – | 622 |
|
|
2020
Q2 | $99.8K | Sell |
9,684
-17,381
| -64% | -$179K | 0.02% | 399 |
|
|
2020
Q1 | $219K | Buy |
27,065
+25,040
| +1,237% | +$203K | 0.07% | 257 |
|
|
2019
Q4 | $27.2K | Buy |
2,025
+566
| +39% | +$7.61K | 0.01% | 513 |
|
|
2019
Q3 | $17.8K | Buy |
+1,459
| New | +$17.8K | 0.01% | 536 |
|
|
2018
Q2 | – | Sell |
-22,609
| Closed | -$380K | – | 573 |
|
|
2018
Q1 | $380K | Buy |
+22,609
| New | +$380K | 0.12% | 224 |
|