Bell Investment 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 |
-443
| Closed | -$395 | – | 2014 |
|
|
2023
Q1 | $395 | Buy |
443
+164
| +59% | +$146 | ﹤0.01% | 1886 |
|
|
2022
Q4 | $848 | Hold |
279
| – | – | ﹤0.01% | 1636 |
|
|
2022
Q3 | $1K | Buy |
279
+92
| +49% | +$330 | ﹤0.01% | 1674 |
|
|
2022
Q2 | $1K | Buy |
+187
| New | +$1K | ﹤0.01% | 1698 |
|
|
2021
Q4 | $2K | Buy |
187
+104
| +125% | +$1.11K | ﹤0.01% | 1282 |
|
|
2021
Q3 | $1K | Buy |
+83
| New | +$1K | ﹤0.01% | 1661 |
|