Calton & Associates’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
Q4
Sell
-15,011
Closed -$148K 415
2021
Q3
$148K Buy
15,011
+2,595
+21% +$25.6K 0.03% 384
2021
Q2
$130K Buy
+12,416
New +$130K 0.02% 394
2018
Q1
Sell
-687
Closed -$13K 1356
2017
Q4
$13K Buy
+687
New +$13K ﹤0.01% 1004