Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $11K | Buy |
1,203
+30
| +3% | +$274 | ﹤0.01% | 1170 |
|
|
2021
Q2 | $12K | Sell |
1,173
-450
| -28% | -$4.6K | ﹤0.01% | 1100 |
|
|
2021
Q1 | $17K | Buy |
1,623
+88
| +6% | +$922 | ﹤0.01% | 854 |
|
|
2020
Q4 | $19K | Buy |
1,535
+120
| +8% | +$1.49K | ﹤0.01% | 694 |
|
|
2020
Q3 | $14K | Hold |
1,415
| – | – | ﹤0.01% | 704 |
|
|
2020
Q2 | $13K | Buy |
1,415
+1,091
| +337% | +$10K | ﹤0.01% | 681 |
|
|
2020
Q1 | $1K | Sell |
324
-762
| -70% | -$2.35K | ﹤0.01% | 1412 |
|
|
2019
Q4 | $14K | Hold |
1,086
| – | – | ﹤0.01% | 642 |
|
|
2019
Q3 | $13K | Buy |
1,086
+646
| +147% | +$7.73K | ﹤0.01% | 648 |
|
|
2019
Q2 | $5K | Sell |
440
-49
| -10% | -$557 | ﹤0.01% | 989 |
|
|
2019
Q1 | $5K | Sell |
489
-676
| -58% | -$6.91K | ﹤0.01% | 891 |
|
|
2018
Q4 | $12K | Buy |
+1,165
| New | +$12K | ﹤0.01% | 481 |
|