Carson Wealth (CWM LLC)’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,800
| Closed | -$8K | – | 4567 |
|
|
2023
Q1 | $8K | Buy |
8,800
+7,121
| +424% | +$6.47K | ﹤0.01% | 3112 |
|
|
2022
Q4 | $5K | Sell |
1,679
-7,345
| -81% | -$21.9K | ﹤0.01% | 3244 |
|
|
2022
Q3 | $35K | Buy |
9,024
+6,037
| +202% | +$23.4K | ﹤0.01% | 1860 |
|
|
2022
Q2 | $17K | Sell |
2,987
-594
| -17% | -$3.38K | ﹤0.01% | 2242 |
|
|
2022
Q1 | $28K | Buy |
3,581
+2,852
| +391% | +$22.3K | ﹤0.01% | 1883 |
|
|
2021
Q4 | $7K | Buy |
+729
| New | +$7K | ﹤0.01% | 2583 |
|
|
2021
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2021
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2020
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2020
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2020
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2020
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2019
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2019
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2019
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 2565 |
|
|
2019
Q1 | $3K | Sell |
300
-756
| -72% | -$7.56K | ﹤0.01% | 2565 |
|
|
2018
Q4 | $11K | Sell |
1,056
-130,673
| -99% | -$1.36M | ﹤0.01% | 1310 |
|
|
2018
Q3 | $1.97M | Buy |
131,729
+50,973
| +63% | +$762K | 0.05% | 254 |
|
|
2018
Q2 | $1.2M | Sell |
80,756
-2,089
| -3% | -$31.1K | 0.04% | 254 |
|
|
2018
Q1 | $1.39M | Buy |
82,845
+82,287
| +14,747% | +$1.38M | 0.06% | 203 |
|
|
2017
Q4 | $10K | Buy |
558
+139
| +33% | +$2.49K | ﹤0.01% | 895 |
|
|
2017
Q3 | $7K | Buy |
419
+119
| +40% | +$1.99K | ﹤0.01% | 1003 |
|
|
2017
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 933 |
|
|
2017
Q1 | $4K | Sell |
300
-138
| -32% | -$1.84K | ﹤0.01% | 915 |
|
|
2016
Q4 | $6K | Buy |
438
+138
| +46% | +$1.89K | ﹤0.01% | 830 |
|
|
2016
Q3 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 857 |
|