CAPTRUST Financial 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 |
-29,109
| Closed | -$25.9K | – | 2619 |
|
|
2023
Q1 | $25.9K | Buy |
+29,109
| New | +$25.9K | ﹤0.01% | 2240 |
|
|
2022
Q4 | – | Sell |
-12,008
| Closed | -$47K | – | 2242 |
|
|
2022
Q3 | $47K | Buy |
12,008
+6,908
| +135% | +$27K | ﹤0.01% | 1990 |
|
|
2022
Q2 | $29K | Buy |
5,100
+442
| +9% | +$2.51K | ﹤0.01% | 3159 |
|
|
2022
Q1 | $37K | Sell |
4,658
-2,068
| -31% | -$16.4K | ﹤0.01% | 3007 |
|
|
2021
Q4 | $65K | Buy |
6,726
+4,895
| +267% | +$47.3K | ﹤0.01% | 2476 |
|
|
2021
Q3 | $18K | Sell |
1,831
-3,000
| -62% | -$29.5K | ﹤0.01% | 3248 |
|
|
2021
Q2 | $51K | Buy |
4,831
+3,000
| +164% | +$31.7K | ﹤0.01% | 2504 |
|
|
2021
Q1 | $19K | Buy |
1,831
+591
| +48% | +$6.13K | ﹤0.01% | 3048 |
|
|
2020
Q4 | $16K | Sell |
1,240
-563
| -31% | -$7.27K | ﹤0.01% | 2371 |
|
|
2020
Q3 | $18K | Buy |
1,803
+1,063
| +144% | +$10.6K | ﹤0.01% | 2028 |
|
|
2020
Q2 | $8K | Buy |
+740
| New | +$8K | ﹤0.01% | 2281 |
|