BWP
CS

BSW Wealth Partners’s Credit Suisse Group CS Stock Holding History

BSW Wealth Partners’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-17,429
Closed -$223K – 230
2020
Q4 		$223K Sell
17,429
-57
-0.3% -$729 0.07% 163
2020
Q3 		$174K Buy
+17,486
New +$174K 0.07% 145