Bell & Brown Wealth Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $457K | Buy |
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|
2020
Q3 | $702K | Buy |
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|
2020
Q2 | $723K | Sell |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $956K | Sell |
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|
2019
Q3 | $832K | Sell |
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|
2019
Q2 | $845K | Buy |
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|
2019
Q1 | $754K | Sell |
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|
2018
Q4 | $723K | Buy |
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|
2018
Q3 | $810K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.01M | Buy |
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