B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,255
| Closed | -$9.13K | – | 1681 |
|
|
2023
Q1 | $9.13K | Buy |
+10,255
| New | +$9.13K | ﹤0.01% | 1494 |
|
|
2020
Q4 | – | Sell |
-22,945
| Closed | -$233K | – | 1103 |
|
|
2020
Q3 | $233K | Buy |
22,945
+8,728
| +61% | +$88.6K | 0.01% | 797 |
|
|
2020
Q2 | $148K | Sell |
14,217
-3,505
| -20% | -$36.5K | 0.01% | 797 |
|
|
2020
Q1 | $144K | Buy |
17,722
+3,588
| +25% | +$29.2K | 0.01% | 708 |
|
|
2019
Q4 | $191K | Buy |
14,134
+202
| +1% | +$2.73K | 0.02% | 766 |
|
|
2019
Q3 | $171K | Sell |
13,932
-125
| -0.9% | -$1.53K | 0.02% | 740 |
|
|
2019
Q2 | $169K | Buy |
14,057
+1,494
| +12% | +$18K | 0.02% | 730 |
|
|
2019
Q1 | $148K | Buy |
+12,563
| New | +$148K | 0.02% | 679 |
|
|
2018
Q4 | – | Sell |
-11,402
| Closed | -$172K | – | 752 |
|
|
2018
Q3 | $172K | Sell |
11,402
-1,360
| -11% | -$20.5K | 0.02% | 659 |
|
|
2018
Q2 | $191K | Buy |
12,762
+520
| +4% | +$7.78K | 0.03% | 614 |
|
|
2018
Q1 | $207K | Sell |
12,242
-163
| -1% | -$2.76K | 0.03% | 576 |
|
|
2017
Q4 | $222K | Sell |
12,405
-11,282
| -48% | -$202K | 0.03% | 549 |
|
|
2017
Q3 | $376K | Sell |
23,687
-850
| -3% | -$13.5K | 0.06% | 325 |
|
|
2017
Q2 | $359K | Buy |
24,537
+3,353
| +16% | +$49.1K | 0.07% | 318 |
|
|
2017
Q1 | $315K | Sell |
21,184
-1,402
| -6% | -$20.8K | 0.06% | 323 |
|
|
2016
Q4 | $324K | Sell |
22,586
-1,114
| -5% | -$16K | 0.07% | 329 |
|
|
2016
Q3 | $174K | Sell |
23,700
-3,432
| -13% | -$25.2K | 0.03% | 550 |
|
|
2016
Q2 | $180K | Buy |
27,132
+8,370
| +45% | +$55.5K | 0.04% | 543 |
|
|
2016
Q1 | $265K | Buy |
18,762
+5,646
| +43% | +$79.7K | 0.06% | 384 |
|
|
2015
Q4 | $286K | Buy |
+13,116
| New | +$286K | 0.06% | 380 |
|
|
2015
Q1 | – | Sell |
-55
| Closed | -$1 | – | 2119 |
|
|
2014
Q4 | $1 | Buy |
+55
| New | +$1 | ﹤0.01% | 3592 |
|
|
2014
Q3 | – | Sell |
-86
| Closed | -$2.45K | – | 2006 |
|
|
2014
Q2 | $2.45K | Buy |
+86
| New | +$2.45K | ﹤0.01% | 2200 |
|