Avantax Advisory Services’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 |
-27,255
| Closed | -$24.3K | – | 1589 |
|
|
2023
Q1 | $24.3K | Sell |
27,255
-4,206
| -13% | -$3.74K | ﹤0.01% | 1466 |
|
|
2022
Q4 | $95.6K | Sell |
31,461
-471
| -1% | -$1.43K | ﹤0.01% | 1367 |
|
|
2022
Q3 | $125K | Buy |
31,932
+88
| +0.3% | +$344 | ﹤0.01% | 1259 |
|
|
2022
Q2 | $181K | Sell |
31,844
-767
| -2% | -$4.36K | ﹤0.01% | 1216 |
|
|
2022
Q1 | $260K | Buy |
32,611
+17,431
| +115% | +$139K | ﹤0.01% | 1079 |
|
|
2021
Q4 | $146K | Sell |
15,180
-3,500
| -19% | -$33.7K | ﹤0.01% | 1199 |
|
|
2021
Q3 | $186K | Buy |
18,680
+1,481
| +9% | +$14.7K | ﹤0.01% | 1121 |
|
|
2021
Q2 | $177K | Buy |
17,199
+2,529
| +17% | +$26K | ﹤0.01% | 1088 |
|
|
2021
Q1 | $156K | Buy |
+14,670
| New | +$156K | ﹤0.01% | 979 |
|
|
2020
Q4 | – | Sell |
-28,302
| Closed | -$282K | – | 1387 |
|
|
2020
Q3 | $282K | Buy |
+28,302
| New | +$282K | ﹤0.01% | 1052 |
|