Brinker Capital Investments’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
Q1 | – | Sell |
-31,154
| Closed | -$94.7K | – | 1674 |
|
|
2022
Q4 | $94.7K | Sell |
31,154
-192
| -0.6% | -$584 | ﹤0.01% | 1316 |
|
|
2022
Q3 | $123K | Sell |
31,346
-26,876
| -46% | -$105K | ﹤0.01% | 1298 |
|
|
2022
Q2 | $330K | Sell |
58,222
-3,169
| -5% | -$18K | 0.01% | 1132 |
|
|
2022
Q1 | $482K | Sell |
61,391
-42,758
| -41% | -$336K | 0.01% | 1064 |
|
|
2021
Q4 | $1M | Buy |
104,149
+36,664
| +54% | +$353K | 0.01% | 816 |
|
|
2021
Q3 | $708K | Hold |
67,485
| – | – | 0.01% | 871 |
|
|
2021
Q2 | $708K | Buy |
+67,485
| New | +$708K | 0.01% | 926 |
|