Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 10508 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10135 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 10143 |
|
|
2022
Q3 | – | Sell |
-218
| Closed | -$1K | – | 9953 |
|
|
2022
Q2 | $1K | Buy |
218
+43
| +25% | +$197 | ﹤0.01% | 2167 |
|
|
2022
Q1 | $1K | Hold |
175
| – | – | ﹤0.01% | 2146 |
|
|
2021
Q4 | $2K | Buy |
175
+87
| +99% | +$994 | ﹤0.01% | 2242 |
|
|
2021
Q3 | $1K | Hold |
88
| – | – | ﹤0.01% | 2377 |
|
|
2021
Q2 | $1K | Sell |
88
-2,250
| -96% | -$25.6K | ﹤0.01% | 2336 |
|
|
2021
Q1 | $25K | Buy |
+2,338
| New | +$25K | ﹤0.01% | 1498 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 7199 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6908 |
|
|
2020
Q2 | – | Sell |
-96
| Closed | -$1K | – | 6712 |
|
|
2020
Q1 | $1K | Buy |
+96
| New | +$1K | ﹤0.01% | 2123 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6505 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6345 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6320 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6181 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6096 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5935 |
|