Checchi Capital Advisers’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-10,729
| Closed | -$125K | – | 442 |
|
2019
Q1 | $125K | Buy |
10,729
+73
| +0.7% | +$850 | 0.01% | 403 |
|
2018
Q4 | $116K | Sell |
10,656
-1,802
| -14% | -$19.6K | 0.02% | 352 |
|
2018
Q3 | $186K | Buy |
12,458
+364
| +3% | +$5.44K | 0.02% | 424 |
|
2018
Q2 | $180K | Buy |
12,094
+1,493
| +14% | +$22.2K | 0.02% | 383 |
|
2018
Q1 | $178K | Buy |
+10,601
| New | +$178K | 0.02% | 377 |
|
2017
Q2 | – | Sell |
-14,693
| Closed | -$218K | – | 406 |
|
2017
Q1 | $218K | Buy |
14,693
+2,646
| +22% | +$39.3K | 0.03% | 351 |
|
2016
Q4 | $172K | Buy |
+12,047
| New | +$172K | 0.02% | 354 |
|
2016
Q3 | – | Sell |
-7,843
| Closed | -$84K | – | 1285 |
|
2016
Q2 | $84K | Sell |
7,843
-1,941
| -20% | -$20.8K | 0.01% | 645 |
|
2016
Q1 | $138K | Buy |
9,784
+575
| +6% | +$8.11K | 0.03% | 454 |
|
2015
Q4 | $200K | Sell |
9,209
-870
| -9% | -$18.9K | 0.05% | 324 |
|
2015
Q3 | $242K | Buy |
10,079
+1,418
| +16% | +$34K | 0.07% | 268 |
|
2015
Q2 | $239K | Buy |
8,661
+1,040
| +14% | +$28.7K | 0.06% | 289 |
|
2015
Q1 | $205K | Buy |
+7,621
| New | +$205K | 0.06% | 316 |
|