Cambridge Investment Research 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 |
-386,244
| Closed | -$344K | – | 3332 |
|
|
2023
Q1 | $344K | Buy |
386,244
+374,156
| +3,095% | +$333K | ﹤0.01% | 2367 |
|
|
2022
Q4 | $37K | Buy |
+12,088
| New | +$37K | ﹤0.01% | 3013 |
|
|
2019
Q4 | – | Sell |
-12,729
| Closed | -$155K | – | 2490 |
|
|
2019
Q3 | $155K | Buy |
12,729
+946
| +8% | +$11.5K | ﹤0.01% | 2172 |
|
|
2019
Q2 | $141K | Sell |
11,783
-242
| -2% | -$2.9K | ﹤0.01% | 2061 |
|
|
2019
Q1 | $140K | Buy |
+12,025
| New | +$140K | ﹤0.01% | 2146 |
|
|
2018
Q3 | – | Sell |
-16,792
| Closed | -$250K | – | 2322 |
|
|
2018
Q2 | $250K | Buy |
16,792
+1,103
| +7% | +$16.4K | ﹤0.01% | 1865 |
|
|
2018
Q1 | $263K | Sell |
15,689
-2,890
| -16% | -$48.4K | ﹤0.01% | 1769 |
|
|
2017
Q4 | $332K | Sell |
18,579
-2,157
| -10% | -$38.5K | ﹤0.01% | 1582 |
|
|
2017
Q3 | $328K | Sell |
20,736
-3,175
| -13% | -$50.2K | ﹤0.01% | 1491 |
|
|
2017
Q2 | $349K | Buy |
23,911
+5,426
| +29% | +$79.2K | 0.01% | 1424 |
|
|
2017
Q1 | $274K | Buy |
18,485
+3,216
| +21% | +$47.7K | ﹤0.01% | 1447 |
|
|
2016
Q4 | $218K | Buy |
+15,269
| New | +$218K | ﹤0.01% | 1457 |
|
|
2016
Q3 | – | Sell |
-10,253
| Closed | -$110K | – | 1795 |
|
|
2016
Q2 | $110K | Buy |
+10,253
| New | +$110K | ﹤0.01% | 1476 |
|