BBWA
CS
Bell & Brown Wealth Advisors’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-46,384
| Closed | -$457K | – | 77 |
|
|
2021
Q3 | $457K | Buy |
+46,384
| New | +$457K | 0.25% | 56 |
|
|
2020
Q3 | $702K | Buy |
65,817
+400
| +0.6% | +$4.27K | 0.51% | 51 |
|
|
2020
Q2 | $723K | Sell |
65,417
-2,000
| -3% | -$22.1K | 0.57% | 52 |
|
|
2020
Q1 | $549K | Sell |
67,417
-1,633
| -2% | -$13.3K | 0.51% | 54 |
|
|
2019
Q4 | $956K | Sell |
69,050
-1,175
| -2% | -$16.3K | 0.71% | 53 |
|
|
2019
Q3 | $832K | Sell |
70,225
-350
| -0.5% | -$4.15K | 0.68% | 54 |
|
|
2019
Q2 | $845K | Buy |
70,575
+5,850
| +9% | +$70K | 0.74% | 52 |
|
|
2019
Q1 | $754K | Sell |
64,725
-1,850
| -3% | -$21.6K | 0.69% | 54 |
|
|
2018
Q4 | $723K | Buy |
66,575
+3,900
| +6% | +$42.4K | 0.77% | 51 |
|
|
2018
Q3 | $810K | Buy |
+62,675
| New | +$810K | 0.75% | 54 |
|
|
2018
Q2 | – | Sell |
-60,175
| Closed | -$1.01M | – | 88 |
|
|
2018
Q1 | $1.01M | Buy |
+60,175
| New | +$1.01M | 1.06% | 40 |
|