Carroll Financial 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 |
-20
| Closed | – | – | 2027 |
|
|
2021
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 2017 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | – | – | 1737 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1759 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1749 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1751 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1756 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1783 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1767 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1555 |
|
|
2018
Q4 | – | Sell |
-169
| Closed | -$2K | – | 1424 |
|
|
2018
Q3 | $2K | Hold |
169
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q2 | $2K | Hold |
169
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q1 | $2K | Hold |
169
| – | – | ﹤0.01% | 1170 |
|
|
2017
Q4 | $3K | Hold |
169
| – | – | ﹤0.01% | 1106 |
|
|
2017
Q3 | $2K | Buy |
+169
| New | +$2K | ﹤0.01% | 1123 |
|
|
2016
Q2 | – | Sell |
-249
| Closed | -$3K | – | 1248 |
|
|
2016
Q1 | $3K | Hold |
249
| – | – | ﹤0.01% | 1014 |
|
|
2015
Q4 | $5K | Buy |
+249
| New | +$5K | ﹤0.01% | 882 |
|